Administrative Assistant, Commercial

Department: Commercial Lines
Location: In-Office
FLSA Status: Non-Exempt

Grow With Us

At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for an Administrative Assistant who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.

Our Just Cause

Together, we’re creating a future where success is shared and communities thrive.

1. Our solutions and expertise empower our clients to realize opportunities, generate wealth and improve wellbeing. ​
2. Our shared ownership model aims to create prosperity for all colleagues that share our values and embrace our cause.​
3. Our generosity with both our time and money moves our ​communities forward.​

Who We Are

RCM&D, a Unison Risk Advisors company and 2025 Awarded Best Places to Work is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 140+ years of experience and strong local, national and global reach to meet clients’ business objectives. 

We are relationship-driven, growth-minded, and deeply committed to doing the right thing for our clients, colleagues, and communities.

The Role

The Administrative Assistant provides essential support to insurance teams by handling day-to-day administrative tasks that ensure smooth office operations. This role supports Risk Advisors, Client Managers and leadership by improving efficiency and client service. The AA ensures internal colleagues’ needs are met efficiently and accurately while maintaining compliance with industry regulations.

What You’ll Do

• Provide a high level of service and support to both internal and external clients, effectively managing the expectations of colleagues and clients
• Maintain electronic and paper files and records attributed to RCM&D, committees, Executive Board and vendors in accordance with agency policies and procedures
• Work within the agency’s management system, Applied Epic
• Work directly with carriers to obtain policies, endorsements, audits and cancellations
• Comply with E&O Plus, legal, and regulatory requirements as applicable
• Create insurance claims guides; review and interpret insurance endorsements
• Manage correspondence, schedule meetings, maintain client records, prepare documents, and assist with data entry
• Assist in the preparation and/or review of reports and proposals
• Backup to receptionist which includes accurately identifying calls and directing to appropriate person; providing information about the agency and/or departments; welcomes and directs visitors
• Handle both incoming and outgoing mail and faxes (electronic and paper) appropriately
• Manage client certificate of insurance files
• Order and maintain supplies for Commercial Lines department
• Assist in special or one-time projects as assigned
• Additional job duties as assigned

What You Bring

Required Qualifications

• High school diploma or GED
• 3 to 5 years of administrative experience preferred
• Maintain a client centric focus; is highly responsive to internal and external stakeholders’ needs and can manage/meet/exceed expectations.
• Proficient with Microsoft Office Suite
• Knowledge of office equipment (computer, binding equipment, telephone, fax machine, copier and calculator)
• Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.
• Ability to learn third party computer programs/websites.
• Possess the following skills:
• Strong oral and written communication
• Organization and time management
• Strong attention to detail
• Demonstrate accountability, work well under pressure, and meet deadlines and deliverables.
• Projects confidence in interactions with colleagues and clients.

Preferred Qualifications

• Obtain and maintain P&C License
• Experience with Applied EPIC desired but not required
•  1 to 2 years of college experience is preferred.
•  Ability to lift 5 to 25 pounds
• Ability to sit for long periods of time
• Walking, bending, sitting, reaching, and stretching in all directions
• Repetitive hand movement, such as keyboarding, writing, and operating a calculator

How You Show Up (Our Core Values in Action)

Successful team members at RCM&D are:

• Reliable & Dependable – We build trust through reliability and consistency in everything we do
• Inspiring, Passionate & Positive – We are passionate about our work and inspire others through out dedication, positive attitudes and enthusiasm
• Driven by Integrity & Trust – We do what’s right, even when it’s hard or when no one is watching
• Selfless Team Players – We succeed together as a team by putting the needs of our clients and colleagues above our own
• Entrepreneurial & Solutions-Oriented – We challenge the status quo and don’t accept “no” as final

What We Offer

• Comprehensive benefits package
• Employee ownership through a 401(k) employer match and discretionary profit-sharing contributions
• Professional development and career growth opportunities
• Flexible work arrangements (remote and hybrid options) with a flexible paid time off approach

Equal Opportunity Employer

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.