Client Executive, Strategic - Special Risk

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, Strategic Growth who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.

Department: Special Risk
Location: Hybrid or Remote
FLSA Status: Exempt

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.

The Client Executive has overall responsibility for a book of business, ensuring client satisfaction and retention. The Client Executive will lead the annual planning process with each client, ensuring that their special risk program supports financial and organization goals. The Client Executive will also lead the financial management of the plan, whether insured or self-funded, with a proficiency in financial underwriting review, analysis of claims utilization data, and developing cost and budget projections.

Using consultative insight to support decisions for change, the Client Executive will lead the team in preparing and presenting recommendations to the client. The Client Executive will collaborate effectively with client service professionals and the entire Special Risk team, ensuring consistent work product, client satisfaction and internal work efficiency.

The Client Executive will participate in business development opportunities, including meeting new business goals as set forth by Special Risk Practice Leader. Additionally, the Client Executive will actively be involved in market-building activities, such as participation in industry groups and speaking engagements.

This role is responsible for developing a profitable book of business primarily focused on schools, colleges, educational organizations, and student-related programs. This role requires consultative selling, deep exposure analysis, and the ability to position specialized insurance and risk management solutions unique to the education sector. There will also be opportunity to sell solutions outside of the education sector to nonprofit organizations, medical providers, and other organizations.

This role will provide feedback to the Special Risk Practice Leader and team on identified needs in the marketplace so we can develop innovative solutions.

• 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 Special Risk Practice Leader.
• 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…