Commercial Insurance Assistant Account Manager

Rue Insurance • Hamilton Township, NJ

23h • $50,000 - $70,000 • Hybrid

About The Position

Rue Insurance’s Assistant Account Manager provides client account servicing and insurance renewal support to Account Managers. The role supports new and existing medium and large commercial client accounts and is an integral part of client onboarding and renewal processes. Work is expected to meet Rue Insurance’s service standards and be timely and accurate.

The position is full-time and salaried non-exempt, in the Commercial department, and reports to the Chief Operating Officer. The salary range is $50,000–$70,000 annually. Flexible in-office/remote hybrid schedules are available after 90 days.

Rue Insurance is an independent insurance brokerage established in 1917, serving clients throughout New Jersey and Pennsylvania and holding licenses in most U.S. states. The company describes its culture as diverse and notes recognition as a Best Places to Work employer.

Requirements

• Strong customer service mindset and skills.
• Strong written, verbal, and interpersonal communication skills.
• Ability to work in a time-sensitive environment and act with urgency when required.
• Strong organizational skills and attention to detail.
• Ability to work well with others as a team and independently, and to accept accountability.
• Flexibility and ability to multitask in a fast-paced environment.
• Proficiency with Microsoft Office.
• Must be capable of sitting for a long period of time, working on a computer, standing, and walking.

Nice To Haves

• 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.
• Proficiency with agency management software.
• Experience with Applied Systems Epic software.

Responsibilities

• Support Account Managers with client account servicing, including gathering and compiling pre-renewal data and requesting insurer loss runs.
• Prepare draft proposals and summaries of insurance.
• Invoice transactions and assist with billing reconciliations.
• Review policies for accuracy and request and process changes as needed.
• Process mid-term policy change requests related to client exposure changes and assist with audit processing.
• Issue proofs of insurance and other client forms.
• Update and maintain Applied Epic client account and application details.
• Create and transmit client correspondence and related documentation.
• Process client policy renewals and remarketing.
• Onboard new clients.
• Follow up on outstanding items, including policy change requests, cancellations, reinstatements, and overdue premium payments; update the agency management system and communicate concerns to the Account Manager.
• Perform assigned work according to agency-established client service standards and follow agency processes and procedures, including Epic Workflows and records maintenance and retention guidelines.
• Provide in-house customer service to producers and other agency departments as requested.
• Evaluate and answer client coverage questions and other client inquiries.
• Communicate with clients, insurers, Rue personnel, and third parties by telephone, electronically, and in person in an empathetic and professional manner.
• Attend and participate in department and company meetings as requested.
• Ensure work product is timely and accurate.

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, accidental death and dismemberment, and identity theft.

What This Job Offers

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