Strategic Commercial Insurance Advisor

Denis Development; Hamilton Township (OH); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

401(k) with Employer Match

Profit Sharing Plan

Hybrid work after 90 days

Insurance options: Medical, Dental, VŠ

Job summary

You will work with producers and marketing teams to secure coverage, prepare marketing materials, and ensure outstanding service aligned with Rue Insurance standards. Hybrid work options apply after onboarding.

Qualifications

• Valid NJ Property and Casualty Insurance Licenses.
• At least 3 years of commercial lines account management experience.
• Excellent written, verbal, and interpersonal communication skills.
• Excellent organization skills with strong attention to detail.
• Strong analytical and critical thinking skills.
• Excellent customer service mindset and skills.
• Ability to multi-task and complete work with a sense of urgency.
• Team player with a positive attitude.
• Knowledge of insurance company rating systems.
• Proficiency with Microsoft Office.
• Experience with agency management software.

Responsibilities

• Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance, contract and insurance requirement reviews, and assist with onboarding new clients.
• Process client coverage renewals in a timely manner, from obtaining updated client operations and exposure data, to obtaining renewal quotations from insurers, analyzing and disclosing coverage changes, preparing renewal proposals for client presentation, and binding coverage.
• Prepare complete marketing submissions with detailed instructions for Rue’s Marketing Department when remarketing is requested – continue to work closely with marketer until final renewal or replacement of coverage.
• Proactively identify opportunities to educate clients, initiate inter-agency referrals, and offer enhanced or new coverage/account rounding recommendations to minimize client risk.
• Handle all client requests (internal and external) in a timely, friendly, empathetic and professional manner.
• Perform assigned responsibilities in accordance with the agency-established client service standards.
• Independently handle all routine client servicing without producer involvement.
• Build and maintain long-term client relationships to support the departmental retention goals.
• Provide clients a clear response on coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding.
• Follow all agency processes and procedures.

Skills

Customer service

Excellent communication

Multitasking

Organizational skills

Problem solving

Team player

Microsoft Office

Agency management software

Education

Bachelor’s Degree

Tools

Applied Systems Epic

Epic

Insurance software

Job description

You will work with producers and marketing teams to secure coverage, prepare marketing materials, and ensure outstanding service aligned with Rue Insurance standards. Hybrid work options apply after onboarding.