Job Summary

The Client Manager is responsible for overseeing and managing a book of Commercial accounts, serving as the primary liaison between the agency and clients. This role involves developing strong client relationships, providing strategic guidance on coverage options, coordinating renewals, and ensuring timely and accurate policy servicing. The CM works closely with internal teams and carriers to deliver tailored insurance solutions and maintain high levels of client satisfaction and retention.

Please note the preference for this position is in Richmond, VA but we are open to interviewing candidates who live near our other offices (MD, DC, PA). 

Essential Functions

• Market renewal and new lines of insurance including creating coverage specifications, creating manuscript coverage wording, and analyzing/negotiating quotes received from carriers.
• Manage the full client service cycle, monitor timeframes, and meet renewal deadlines with oversight, guidance, and input from the Client Executive or Risk Advisor.
• Participate in stewardship planning and annual meetings and assist with report completion.
• Retain and develop accounts by making recommendations regarding the risk to the client for the most cost-effective and proper insurance coverage.
• Prepare/write proposals and provide quote comparisons, form reviews, etc.
• Review all contracts for accuracy and create and present coverage analysis.
• Review policy coverage and account data, identifying cross-selling and additional revenue opportunities.
• Demonstrate a consultative approach by assessing client needs, promptly responding to questions, and making sound recommendations on a day-to-day basis.
• Maintain client files and transactions in EPIC.
• Stay informed about current trends and developments in the industry and maintain up-to-date knowledge of technical and professional standards by attending company-sponsored and industry training.
• Service clients following PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements.
• Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
• Additional job duties as assigned.

Minimum Education/Abilities/Skills

• High School diploma or GED, plus a minimum of 3 years of insurance experience with handling commercial accounts at a high level of responsibility.
• Maintain a client-centric focus; is highly responsive to internal and external stakeholders’ needs and can manage/meet/exceed their expectations.
• Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.
• Ability to work independently with limited supervision.
• Ability to learn third-party computer programs/websites.
• Possess the following skills:
• Strong oral and written communication
• Planning and analysis
• Intermediate to advanced knowledge of Microsoft Office suite
• Proactivity
• Critical thinking
• Organization and time management
• Advanced accounting and analytical
• Strong attention to detail
• Project management

• Demonstrate accountability, work well under pressure, and can meet deadlines and deliverables.

• Projects confidence in interactions with colleagues and clients.
• Contribute to team efficiency by sharing knowledge and best practices.
• Delegate appropriately and provide development opportunities for co-workers.
• Train co-workers through on-the-job training.

Additional Qualifications

• Advanced insurance designations, such as CIC, CPCU, or other pertinent designations desirable.
• Experience with Applied EPIC is preferred.
• Appropriate jurisdictional license required.
• Maintain Appropriate Licenses: Property & Casualty (required) and Life and Health (desired) for cross-selling opportunities.
• Bachelor’s degree in business or another related field is a plus.

RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.