Client Representative

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.

Job Summary:

The Client Representative performs account transactions, summaries, endorsements, certificates, binders, billing, follow-up and correspondence on assigned accounts.

Essential Functions:

• Assist in preparing insurance company submissions as directed by Client Manager or Client Executive.
• Manage the client service cycle and monitor timeframes and renewal deadlines.
• Develop thorough understanding of client businesses, their policies, practices and industries.
• Review documents for accuracy prior to customer delivery.

• Respond timely to client inquiries, incoming agency management system and company requests.
• Review and order renewals according to agency procedures. Document receipt of renewals and investigate non-renewals. Ensure that all policies are renewed on a timely basis.
• Review new business and endorsements to ensure items were received as ordered.
• Prepare billing following agency’s credit and collection policies.
• Possess knowledge of agency management systems and underwriting requirements of carriers, in addition to policy provisions and changes.
• Ability to rate and issue policies and endorsements through carrier website.
• Create and maintain client files and process transactions on agency management system.
• Maintain basic knowledge of insurance/area of specialty.
• Understand and stay current with technical and professional standards.
• Service clients in accordance with PAR E&O professional service standards, E&O Plus quality management guidelines, and other practice guidelines.
• Provide good customer service both internally and externally.
• Comply with all E&O Plus, legal and regulatory requirements.
• Maintain a thorough understanding of carrier practices.
• Participate in special projects at management’s request.
• Additional job duties as assigned.

• Possess time management skills.
• Manage projects to meet deliverable deadlines and meet expectations.
• Prioritize tasks and projects effectively.
• Meet personal business goals.
• Identify cross-selling opportunities.

Minimum Education / Abilities / Skills:

• High School diploma or GED, plus one to two years of insurance experience with handling accounts at a high level of responsibility; a bachelor’s degree in business or other related field is a plus.
• Experience with Applied EPIC is desired, but not required.
• Excellent interpersonal skills for positive interaction with customers and co-workers, supporting the team concept of the department.
• Ability to work independently with limited supervision.
• Ability to accurately perform basic mathematical calculations.
• Intermediate to advanced knowledge, skills and effective use of office equipment, primarily computer, telephone, fax machine, copier and calculator.
• Ability to learn third party computer programs/sites.
• Ability to be productive and anticipate next steps in the process.
• Possess critical thinking skills to offer alternative products or services to clients.
• Possess necessary accounting and analytical skills.
• Be a team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.
• Possess strong oral and written communication skills.
• Demonstrates accountability, works well under pressure, and is able to meet deadlines and deliverables.
• Maintains a customer-centric focus; is highly responsive to internal and external stakeholders’ needs and requests and is able to manage and meet their expectations.
• Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
• Projects confidence in interactions with colleagues and clients.
• Work and adapt to people with different work styles.
• Contribute to team efficiency by sharing knowledge and best practices.

• Has a strong attention to detail.
• Possesses solid organizational, time management and project management skills.
• Proficient with Microsoft Office Suite.

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

• Possess appropriate, jurisdictional licenses – Property and Casualty

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.