RCM&D

Compensation

Full Description

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. JOB SUMMARY: The Client Coordinator provides essential support to Client Managers by assisting with renewal-related activities and ensuring the smooth execution of client service processes. This role focuses on preparing and managing materials for renewals, open enrollments, and other client-facing needs. The Client Coordinator also handles administrative responsibilities that contribute to the overall efficiency of the Employee Benefits (EB) division. KEY RESPONSIBILITIES: Renewal Support: Assist Client Managers with all renewal-related activities, ensuring materials and resources are prepared accurately and on time. Gather plan details and prepare comprehensive benefit enrollment guides based on final renewal decisions. Create legal notices, wrap documents, and other required materials for client renewals. Utilize tools such as Dynamis to prepare and organize client presentations. Print and assemble materials for open enrollment meetings, including enrollment packets and kits. Client Manager Support: Support Client Managers by ensuring they have all necessary resources for client meetings and decision-making, such as risk screeners, benchmarking reports, and surveys. Help organize and prepare client deliverables to ensure seamless service and compliance with timelines. Maintain accurate records in Epic and other internal systems, ensuring all client-related documentation is up to date and accessible. Administrative Support: Provide backup support for the executive assistant by handling administrative tasks such as printing, copying, faxing, and managing supply orders as needed. Provide backup support for other office operations when needed. Contribute to a collaborative team environment by sharing ideas and solutions to improve processes and workflows. KNOWLEDGE/EXPERIENCE REQUIRED High school diploma required; college degree preferred. Experience in administrative support, insurance, or a related field preferred. TALENTS/STRENGTHS REQUIRED Strong organizational and time-management skills, with the ability to prioritize tasks and manage multiple deadlines effectively. Exceptional attention to detail, ensuring accuracy in all aspects of work. Excellent verbal and written communication skills, with the ability to interact professionally with team members and vendors. Service-oriented mindset, fostering a collaborative and proactive approach to team success. Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to learn and use systems like Epic, Dynamis, etc. Flexibility and adaptability to work effectively in a fast-paced, team-oriented environment. PHYSICAL REQUIREMENTS/MISCELLANEOUS Valid Driver’s License. There are no physical requirements for the position. 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. RCM&D is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Founded in 1885, we leverage over 140 years of experience along with strong local, national and global reach to meet all of your business objectives. RCM&D’s subsidiary, Unison Risk Solutions, is a Third Party Administrator and an essential partner in risk, claims and data strategy.