Commercial Insurance Account Manager

Rue Insurance • Hamilton Township, NJ

22h • $70,000 - $100,000 • Hybrid

About The Position

Rue Insurance’s Commercial Lines Select Account Managers serve as trusted advisors between clients and insurance carriers, providing information, guidance, and accurate, timely service. The role supports new and existing clients in a book of business consisting of accounts under $25,000 in premium. Account Managers deliver Rue Insurance’s service standards while building and maintaining client relationships to support departmental new-business and retention goals.

The position manages routine account servicing and renewals, coordinates marketing submissions when coverage is remarketed, and helps clients understand coverage, billing, rate changes, and policy changes. The Account Manager works with clients, carriers, producers, marketers, and internal teams, and participates in ongoing professional development and department and company meetings. This is a full-time, salaried, non-exempt role reporting to the Commercial Lines Manager. The stated salary is $70,000–$100,000, with a bonus opportunity based on company and individual performance.

Requirements

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

Nice To Haves

• Bachelor’s degree.
• Experience using Applied Systems Epic.
• Active Certified Insurance Service Representative (CISR) designation.
• Active Certified Insurance Counselor (CIC) designation.

Responsibilities

• Manage servicing for a book of business, including policy renewals, policy-change and proof-of-insurance requests, contract and insurance-requirement reviews, and assistance with onboarding new clients.
• Process client coverage renewals promptly by gathering updated operations and exposure information, obtaining insurer quotations, analyzing and disclosing coverage changes, preparing client renewal proposals, and binding coverage.
• Prepare complete marketing submissions with detailed instructions when accounts are remarketed, and work with the marketer through renewal or replacement of coverage.
• Identify opportunities to educate clients, initiate inter-agency referrals, and recommend enhanced or new coverage and account rounding to minimize client risk.
• Handle internal and external client requests in a timely, friendly, empathetic, and professional manner.
• Perform assigned responsibilities according to agency-established client service standards.
• Independently handle routine client servicing without producer involvement.
• Build and maintain long-term client relationships to support departmental retention goals.
• Clearly answer client coverage and billing questions, including questions about rate fluctuations and policy changes.
• Follow agency processes and procedures, including Epic Workflows and client documentation and paper and electronic records-retention guidelines.
• Accompany producers on client account visits when requested.
• Participate in educational programs to enhance knowledge and skills and to achieve or maintain professional designations.
• Know and follow agency E&O guidelines.
• Attend and actively participate in regular department and monthly company meetings.
• Perform other duties or projects assigned by management.

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.
• Medical, dental, vision, long-term disability, short-term disability, life, accident, critical illness, accidental death and dismemberment, and identity theft insurance options.
• Bonus opportunity based on company and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed