Commercial Insurance Assistant Account Manager

Rue Insurance; Hamilton (NJ); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

PTO

401(k) with employer match

Profit sharing

Job summary

Rue Insurance is seeking an Assistant Account Manager in New Jersey to support Account Managers with client servicing and renewal tasks. The role focuses on onboarding, data collection, renewal processing, and ensuring accuracy across client documentation.

In this position you will manage inquiries, assist with billing reconciliations, and maintain the Applied Epic system while collaborating with producers and agency departments to deliver best-in-class service.

Qualifications

• Strong customer service mindset and skills.
• Strong written, verbal and interpersonal communication skills.
• Ability to operate in a time-sensitive environment, with a sense of urgency when required.
• Strong organizational skills with attention to detail.
• Ability to work well with others as a team, as well as to work well independently and accept accountability.
• Ability to be flexible, and to multi-task in a fast-paced environment.
• Proficiency with Microsoft Office.

Responsibilities

• Assist Account Managers with overall servicing of client accounts: request and compile pre-renewal client data, request insurer loss runs, create draft proposals and summaries of insurance, invoice transactions and assist with billing reconciliations, review policies for accuracy and request and process changes as necessary.
• Process client policy renewals and remarketing.
• Onboard new clients.
• Follow up on outstanding items, including policy changes, cancellations, reinstatements, and overdue premium payments, and update agency management system accordingly.
• Perform assigned responsibilities in accordance with agency-established client service standards.
• Follow all agency processes and procedures, including Epic Workflows, documentation, and record maintenance.
• Ensure all work product is timely and accurate.
• Provide in-house customer service to producers and other agency departments.
• Evaluate and answer client coverage questions and other client inquiries.
• Handle communication with clients, insurers, Rue personnel, and third parties in a professional manner.

Skills

Customer service

Communication

Time management

Organization

Teamwork & independence

Multitasking

Microsoft Office

Education

Associate’s Degree

New Jersey Property & Casualty Insurance License

Tools

Applied Epic

Agency management software

Job description

Position Summary

Rue Insurance’s Assistant Account Manager is responsible for client account servicing and insurance renewal tasks to support the Account Managers. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times. A primary objective of this role is to effectively support new and existing medium and large size commercial client accounts. The Assistant Account Manager is an integral part of the client onboarding and renewal processes.

Key Responsibilities

• Assist Account Managers with overall servicing of client accounts:
  • request and compile pre-renewal client data
  • request insurer loss runs
  • create draft proposals and summaries of insurance
  • invoice transactions and assist with billing reconciliations
  • review policies for accuracy and request and process changes as necessary
  • process mid-term policy change requests for client exposure changes
  • assist with audit processing
  • issue proofs of insurance and other client forms
  • update and maintain Applied Epic client account and application detail
  • create and transmit client correspondence and related documentation
• Process client policy renewals and remarketing
• Onboard new clients
• Follow up on outstanding items, including, but not limited to, policy change requests, cancellations and reinstatements, and overdue premium payments, update agency management system accordingly, and communicate any concerns to Account Manager
• Perform assigned responsibilities in accordance with agency-established client service standards
• Follow all agency processes and procedures, including but not limited to Epic Workflows, documentation, and paper and electronic record maintenance and retention guidelines
• Ensure all work product is timely and accurate
• Provide in-house customer service to producers and other agency departments as requested
• Evaluate and answer client coverage questions and other client inquiries
• Handle telephone, electronic, and in-person communication with clients, insurers, Rue personnel, and third parties in an empathetic and professional manner
• Attend and participate in department and company meetings as requested

Reports to: Chief Operating Officer

Department: Commercial

Work Schedule & Classification: Full-time, salaried non-exempt position

Salary: $50,000 - $70,000 Annually

Required Qualifications

• Strong customer service mindset and skills
• Strong written, verbal and interpersonal communication skills
• Ability to operate in a time-sensitive environment, with a sense of urgency when required
• Strong organizational skills with attention to detail
• Ability to work well with others as a team, as well as to work well independently and accept accountability
• Ability to be flexible, and to multi-task in a fast-paced environment
• Proficiency with Microsoft Office

Preferred Qualifications

• Active New Jersey Property & Casualty Insurance License
• Functional and technical knowledge of commercial lines core coverages
• At least 1 year of commercial lines insurance experience at an agency or insurance company
• Associate’s Degree
• Proficiencywithagency managementsoftware
• Experience with Applied Systems Epic software

Benefits

• Paid Time Off (PTO)
• 401(k) with Employer Match
• Profit Sharing Plan
• Flexible work and In Office/Remote Hybrid Work Schedules (after 90 days)
• Insurance options for: Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life, Accident, Critical Illness, Accident Death &Dismembermentand Identity Theft

Physical Requirements

Must be capable of sitting for a long period of time, working on a computer, standing, and walking.

About Rue Insurance

Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win “Best Places to Work NJ” and recently “Best Places to Work Insurance”, a national designation. We have an exceptional and diverse company culture that has led to our average employee remaining with us for over a decade. Our employees give 5 star customer service to our clients which in turn has fostered our sterling reputation.

Equal Opportunity Employer

Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.