Commercial Insurance Account Manager

Denis Development•Hamilton Township, NJ

4h•Hybrid

About The Position

Rue Insurance’s Account Managers serve as trusted advisors, liaising between clients and insurance carriers to convey information, provide understanding, and ensure work is performed accurately and on time. Commercial Lines Account Managers provide client service and advisory support to new and existing clients in a book of business, with accounts above $25,000 in premium. Their work is expected to meet Rue Insurance’s best-in-class service standards. The role focuses on building and maintaining client relationships in support of departmental new-business and retention goals. This is a full-time, salaried, non-exempt position in the Commercial Lines department. It reports to the Commercial Lines Manager and pays $65,000–$95,000, with a bonus opportunity based on company and individual performance. The role requires sitting for extended periods, working on a computer, standing, and walking. Flexible work and in-office/remote hybrid schedules are available after 90 days.

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.
Strong organizational skills and 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 player with a 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 coverage renewals in a timely manner, from obtaining updated operations and exposure data to securing insurer quotations, analyzing and disclosing coverage changes, preparing client renewal proposals, and binding coverage.
Prepare complete marketing submissions with detailed instructions when remarketing is requested, and work with the marketer through renewal or replacement of coverage.
Identify opportunities to educate clients, make 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 in support of departmental retention goals.
Clearly respond to coverage and billing questions, including questions about rate fluctuations or policy changes, to ensure client understanding.
Follow agency processes and procedures, including Epic Workflows and client documentation and paper and electronic records-retention guidelines.
Accompany producers on client visits as requested.
Participate in educational programs to enhance knowledge and skills and achieve or maintain professional designations.
Follow agency errors-and-omissions guidelines.
Attend and actively participate in regular department and monthly company meetings.
Perform other duties or projects assigned by management.