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RCM&D · 19 hours ago

Client Representative, Healthcare

Baltimore, MD

Full-time

Hybrid

Entry Level

1+ years exp

RCM&D is a company focused on risk management, insurance, and employee benefits, seeking a Client Representative. The role involves managing client relationships, responding to inquiries, and ensuring compliance with industry regulations while delivering exceptional service.

Insurance

Responsibilities

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

Manage the client service cycle and monitor timeframes and renewal deadlines

Respond timely to client inquiries, incoming agency management system and company requests

Assist in preparing insurance company submissions as directed by Client Manager or Client Executive

Review, order, and document renewals according to agency procedures. Investigate non-renewals

Review policy documents for accuracy prior to customer delivery

Maintain EPIC agency management system with up-to-date information regarding the clients’ current policy coverage (e.g. coverage limits, endorsements, driver/vehicle lists, certificate holders, etc.)

Maintain activity system within EPIC on outstanding endorsements, correspondence, audits, reports, reporting form coverage, claims and follow up on overdue and suspense items; assist in maintaining expiration control log

Rate and issue policies and endorsements through carrier websites

Prepare and ensure delivery of certificates, account summaries (to include premium and loss experience as well as coverage), endorsements, policies, lost policy releases, FR19s, auto identification cards, and account balance statuses when requested. Initiate correspondence with companies and clients

Process and follow up with clients on cancellation/late notice and reinstatement requests

Prepare billing following the agency’s credit and collection policies

Assist in handling prompt reviews of all audits (rates, payrolls and/sales). Arrange for corrections with customer and company to protect collection

Assist in the reporting of claims for clients and update EPIC with the claim information

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, legal and regulatory requirements, and other practice guidelines

Provide excellent customer service both internally and externally

Maintain a thorough understanding of carrier practices, agency management systems, and underwriting requirements

Keep Client Managers, Client Executives and Risk Advisors fully informed of all-important activities and potential problems on the accounts

Identify cross-selling opportunities

Additional job duties as assigned

Qualification

Client relationship managementInsurance knowledgeEPIC agency management systemMicrosoft Office SuitePropertyCasualty licenseProactivityOrganizationCommunicationCritical thinkingTime managementAttention to detailProject management

Required

High School diploma or GED, plus 1 to 2 years of insurance experience with handling accounts at a high level of responsibility

Maintain a client-centric focus; is highly responsive to internal and external stakeholders' needs and can manage/meet/exceed expectations

Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders

Ability to work independently with limited supervision

Ability to learn third-party computer programs/websites

Possess the following skills: Strong oral and written communication, Proactivity, Critical thinking, Organization and time management, Accounting and analytical, Strong attention to detail, Project management

Demonstrates accountability, works well under pressure, and can meet deadlines and deliverables

Projects confidence in interactions with colleagues and clients

Contribute to team efficiency by sharing knowledge and best practices

Proficient with Microsoft Office Suite

Possess appropriate, jurisdictional licenses – Property and Casualty