Senior Client Service Manager | Insurance Accounts

RCM&D; Cockeysville (MD); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement savings plan

Paid time off

Job summary

RCM&D is hiring a Senior Client Representative to manage ongoing service needs, renewals, and policy changes. You will act as a trusted advisor for client accounts and ensure compliant, high-quality service across all activities.

The role combines hands-on execution with leadership, mentoring junior staff and collaborating with cross-functional teams to drive client retention and growth in a fast-paced environment.

Qualifications

• 3–5+ years of commercial insurance experience.
• Appropriate insurance licensing.
• Strong communication, organization, and analytical skills.
• Proficiency in Microsoft Office.

Responsibilities

• Owns client service lifecycle including renewals and changes.
• Acts as subject matter expert for client accounts and policies.
• Maintains accuracy, compliance, and documentation across service activities.
• Processes policy changes, endorsements, and documentation via EPIC.
• Prepares submissions, certificates, summaries, and client deliverables.
• Reviews policies and renewals for accuracy prior to delivery.
• Handles billing processes, cancellations, reinstatements, and audits.
• Maintains accurate client data in EPIC and tracks deadlines.
• Supports onboarding, training, and mentorship of junior staff.
• Identifies cross-selling opportunities and contributes to growth.

Skills

Commercial insurance

Licensing

Strong communication

Organizational skills

Analytical skills

MS Office

Education

Bachelor's degree in business or related field

Tools

Applied EPIC

Job description

RCM&D is hiring a Senior Client Representative to manage ongoing service needs, renewals, and policy changes. You will act as a trusted advisor for client accounts and ensure compliant, high-quality service across all activities.

The role combines hands-on execution with leadership, mentoring junior staff and collaborating with cross-functional teams to drive client retention and growth in a fast-paced environment.