RCM&D – Client Representative (Full Time, Entry Level)

Insurance: Full Time – Entry Level

Baltimore, MD

Recent college grads or alumni accepted.

Essential Duties and Responsibilities:

  • Data processing involving client renewals
  • Processing quarter end reports
  • Legal filings and ordering
  • Tracking client information
  • Assisting in record keeping and resolving discrepancies
  • Reconciling invoices
  • Following up on missing invoices
  • Supporting client managers
  • Light internal marketing responsibilities, including updating listing spreadsheets
  • Assisting in managing website applications and IT related issues
  • Providing assistance to bonds team in processing credit card financial transactions
  • Maintaining and keeping bond library organized
  • Assisting with electronic file set up and maintaining electronic file database
  • Developing a thorough understanding of internal procedures and practices
  • Serving as support when client manager is out
  • Participating regularly in special projects and management’s request

Additional Job Duties:

  • Periodically reviews documents for accuracy prior to customer delivery.
  • Occasionally engages in assigned project.
  • Other duties may be assigned.

Desired Skills and Experience:

  • Experience or some training in accounting
  • Property and Casualty license desired; required within one year
  • Must possess a valid driver’s license
  • Excellent interpersonal skills for positive interaction with customers and co workers, supporting the team concept of the department
  • Proficient computer skills
  • Must display a high level of professionalism
  • Ability to work well in a team-oriented, collaborative environment
  • Must have prior experience and common knowledge in using office equipment, primarily computer, telephone, fax machine, copier, scanner and calculator
  • Must possess exceptional oral and written communication skills
  • Planning and analysis skills required
  • The ability to multi-task is essential
  • Must possess a keen attention to detail

Qualifications

  • Team Player: Works well as a member of a group
  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Preferred

  • Goal Completion: Inspired to perform well by the completion of tasks
  • Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

To apply, email your resume and a cover letter to Stephen Mainello: SMainello@rcmd.com

Aspromatis, Robin