Client Executive

Riderwood, MD, United States

Working at RCM&D and SISCO is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.

Client Executive - Property & Casualty - Commercial Lines

Job Summary: The Client Executive has overall responsibility for a significant book of business, ensuring client satisfaction and retention. The Client Executive will lead the annual planning process with each client, ensuring that their program supports financial and organization goals. Using consultative insight to support decisions for change, the Client Executive will lead the team in preparing and presenting recommendations to the client. The Client Executive will manage multiple client service teams, ensuring consistent work product, client satisfaction and internal work efficiency.

The Client Executive will participate in business development opportunities, working with the Sales Producers. Additionally, the Client Executive will actively be involved in market-building activities, such as participation in industry groups and speaking engagements.

Essential Functions:

Maintain and grow a designated book of business as outlined in individual incentive plans; accountable for growth, retention, and client satisfaction for that book of business.

Meet personal new business goals as set forth by Client Service Team Leader and Division Director.

Develop a thorough understanding of client businesses, their policies, practices, and industries.

Understand and guide clients through the initial objective-setting process.

Produce new business on a regular basis that generates revenue to meet the annual goals of the department.

Interpret technical findings and communicate them to clients in reports and presentations. Review all program calculations and reports for accuracy prior to client delivery.

Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients.

Assist clients with plan design, funding, administration, and communications consulting.

Assess client needs and questions and review options with clients, making sound recommendations on a day-to-day basis.

Manage the client cycle and monitor timeframes and renewal deadlines.

Maintain regular contact with clients and prospects, keeping them up to date on technical and legislative issues.

Plan and conduct annual stewardship meetings.

Retain and develops account by making recommendations regarding the risk to the customer for the most cost effective and proper insurance coverage, preparing proposals, evaluating and recommending other lines, and providing additional resources for the client, as needed.

Review policy coverages and identify cross-selling and additional revenue opportunities.

Keep abreast of new sales programs. Attend company-sponsored seminars and educational sessions to maintain product knowledge and underwriting expertise.

Maintain client files on EPIC system and use EPIC to perform all transactions.

Participate in any special projects at management's request.

Comply with all E&O Plus, legal and regulatory requirements.

Ensure legislative, regulatory and technical developments are appropriately communicated to clients.

Assist clients with understanding the design, funding, and administrative options for insurance program renewals and marketing, and effectively communicate more complex insurance concepts based on clients’ needs.

Bachelor’s Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary.

7+ years’ experience handling large accounts at a high level of responsibility.

Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.

Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.

Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude

Possesses strong oral and written communication skills; communicates effectively with customers and insurance companies.

Possesses excellent organizational skills and strong financial analysis acumen

Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.

Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders’ needs and requests.

Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.

Contribute to team efficiency by sharing knowledge and best practices.

Proficient with Microsoft Office Products, including Excel and PowerPoint, are required

This position requires a high energy level and the ability to handle stress-related situations on a daily basis.

Other Qualifications: Certificates, Licenses, Registrations Required to Perform the Essential Job Functions

Possess appropriate, jurisdictional licenses – Property and Casualty

Advanced insurance designations, such as CIC, CPCU, CEBS, CLU or other pertinent designations desirable

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.

Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

RCM&D is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Founded in 1885, we leverage over a century of experience along with strong local, national and global reach to meet all of your business objectives. RCM&D Self-Insured Services Company (SISCO) is a Third Party Administrator and a trusted partner in claim management, consulting and advisory services for client.

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