Client Executive - Healthcare

Essential Duties and Responsibilities:

• Primary accountability for growth, retention and client satisfaction for that book of business
• Develop thorough understanding of client businesses, their policies, practices, industries and objectives
• Responsible for stewardship planning and conducting annual stewardship meeting
• Retains and develops accounts by:
• Collaborating with the client and team regarding the risk to the client for the most cost effective and proper insurance coverage
• Reviewing proposals which have been prepared by the Client Managers in order to evaluate and recommend coverage and program alternatives
• Assisting clients with understanding plan design, funding, administration options for insurance program renewals
• Reviewing all program calculations and reports for accuracy prior to client delivery
• Managing the client cycle and monitor timeframes and renewal deadlines
• Assessing client needs and questions and reviews options with clients
• Regularly ensuring that all policies are renewed on a timely basis
• Periodically reviewing documents for accuracy prior to customer delivery
• Providing additional resources for the client as needed including but not limited to access to outside vendors and third party administrators

• Analyze data to draw conclusions and recommend findings to client
• Service clients in accordance with professional service standards,  E&O Plus management guidelines, and other practice guidelines; including legal and regulatory requirements
• Understands and stays current within technical and professional standards
• Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
• Professionally represent RCM&D  to clients/carriers/vendors
• Possess a thorough understanding within your business area of concentration
  
• Possess strong presentation skills capabilities,  with the ability to focus on and address client’s key needs and concerns
• Produce high quality work
• Keep informed of all new sales programs. Attend and present company sponsored seminar and educational activities, including staff webinars/seminars, necessary to maintain product knowledge and underwriting expertise
• Thorough understanding of ABS system and other relevant software products
• Able to manage intermediate engagement and tasks efficiently and accurately
• Possess effective communication skills, both written and oral, internally and externally
• Be recognized as a team player with a positive attitude and willingness to learn and teach
• Delegate work appropriately
  
• Proactively provide clients with relevant information (industry developments) throughout the year to create and maintain client loyalty
• Manage and meet the expectations of co-workers and clients
• Be able to work within a team and independently
• Maintain and grow a designated book of business as outlined in individual incentive plans
• Regularly produce new business that generates revenue meeting the annual goals of the department
• Review policy coverage and identifies cross-selling and additional revenue opportunities
• Participate in networking activities
• Extend services to existing clients through individual efforts
• Actively involved in billing and collecting process to insure timely billing and collection

Additional Job Duties:

• Participate in any special projects at management’s request.
• Additional job duties as assigned.

Minimum Qualifications Required to Successfully Perform the Essential Job Duties:

• College degree or professional equivalent
• Three to five years experience handling accounts at a high level of responsibility
• Ability to effectively and accurately perform basic mathematical calculations.
• Must possess strong analytical skills
• Problem solving skills
• Possess effective oral, written, and interpersonal communication skills to communicate both internally and externally
• Knowledge and skills in effective use of office equipment, primarily computer, telephone, fax machine, copier and calculator.

Other Qualifications:

• Maintain Licenses, Certifications and Registrations required to successfully perform the essential job functions; appropriate jurisdictional licenses as required.
• Advanced insurance designations, such as CIC, CPCU, CEBS, CLU or other pertinent designations desirable. 
• Life and Health, Property and Casualty desired for cross-selling opportunities.

RCM&D is an Equal Opportunity Employer (minorities, women, veterans & people with disabilities). If you require assistance with the application process, please email rcmd.careers@rcmd.com.