Client Executive, Healthcare

Grow With Us

At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for a Client Executive who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.

Department: Healthcare

Location: Hybrid

FLSA Status: Exempt

At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for a Client Executive who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.

Together, we’re creating a future where success is shared and communities thrive.

• Our solutions and expertise empower our clients to realize opportunities, generate wealth and improve wellbeing.
• Our shared ownership model aims to create prosperity for all colleagues that share our values and embrace our cause.
• Our generosity with both our time and money moves our communities forward.

RCM&D, a Unison Risk Advisors company and 2025 Awarded Best Places to Work is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 140+ years of experience and strong local, national and global reach to meet clients’ business objectives.

We are relationship-driven, growth-minded, and deeply committed to doing the right thing for our clients, colleagues, and communities.

RCM&D is currently searching for a Client Executive in our Healthcare department. The successful candidate will participate in business development opportunities, working with the Sales Executives. Additionally, the Client Executive will actively be involved in market-building activities, such as participation in industry groups and speaking engagements.

• 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 time frames and renewal deadlines.
• 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.
• Additional job duties as assigned.

• 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.
• Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
• Excellent working knowledge of EPIC agency management system and of…