Client Manager, Employee Benefits

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.

POSITION SUMMARY

The Client Manager plays a critical role in partnering with a dedicated book of clients to deliver strategic benefits solutions that align with their organizational goals. This role focuses on building strong relationships, guiding clients through the annual renewal process, and identifying opportunities for plan enhancements that position clients competitively within their industries.

KEY RESPONSIBILITIES

Account Management

• Serves as a strategic partner throughout the client lifecycle, with a focus on renewals, benefit design strategy, and overall client satisfaction.
• Leads the renewal process from start to finish: collects and organizes key data, develops recommendations, communicates updates, resolves issues, and facilitates open enrollment meetings.
• Proactively identifies and presents cross-selling opportunities that align with client goals.
• Maintains clear and consistent communication with internal team members, ensuring alignment on client needs, renewals, and proactive initiatives.
• Anticipates challenges and provides timely, viable solutions that meet or exceed client expectations.

Business Development

• Promotes EBS of RCM&D by actively seeking sales opportunities through networking, referrals, and industry engagement.

Professional Development

• Maintains a strong working knowledge of employee benefits, including plan designs, funding strategies (fully insured and self-funded), ancillary benefits, compliance requirements, and emerging trends.
• Engages in ongoing learning through industry courses, professional designations, webinars, and knowledge sharing within the team.
• Collaborates with colleagues to foster a supportive environment, offering feedback, encouragement, and ideas for improvement.

Administrative

• Utilizes technology tools (Applied Epic, Dynamis, HRIS systems, Microsoft Office Suite, etc.) to streamline workflows, maintain accurate records, and efficiently communicate with clients and team members.
• Maintains updated client information and email distribution lists to ensure timely and effective communication.

REPORTING STRUCTURE

• Reports to: Division Director (Director of Client Services)
• Supervises: None

REQUIREMENTS

Experience & Knowledge

• 3-5 years of experience in employee benefits (preferred), with strong knowledge of fully insured and self-funded plans, ancillary lines, and compliance requirements.
• Maryland Life & Health license (required).

Skills & Strengths

• Strong organizational skills with the ability to manage multiple priorities effectively.
• Excellent verbal, written, and presentation skills, with the ability to engage confidently with clients at all levels.
• Proactive relationship-builder who anticipates client needs and offers solutions.
• Comfortable with business technology including CRM systems, Microsoft Office Suite, and presentation software.

Additional Requirements

• Valid driver’s license (some travel for client meetings and events may be required).
• This role is primarily office-based with no significant physical demands.

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure and knowledge/strengths/abilities required to succeed. RCM&D, Inc. is an Equal Opportunity Employer.

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.