Commercial Insurance Junior Account Manager

Rue Insurance • Hamilton Township, NJ

12d • $60,000 - $70,000 • Hybrid

About The Position

Rue Insurance’s Junior Account Managers serve as trusted liaisons between clients and insurance carriers, conveying information, ensuring understanding, and helping work be completed accurately and on time. The role works closely with an Account Manager and Producer in a team environment to support a book of business and provide day-to-day client service and advisory support. The Junior Account Manager develops and maintains relationships with client and carrier representatives and is expected to meet Rue Insurance’s best-in-class service standards.

The position supports policy renewals and changes, insurance documentation and requirement reviews, new-client onboarding, coverage marketing, and client recommendations. It also involves maintaining client records and following agency processes, supporting producers on client visits when requested, and participating in training and company meetings.

Requirements

• Valid New Jersey Property/Casualty/Life/Health licenses, as applicable.
• At least one year of Commercial Lines Account Management experience.
• Excellent written, verbal, and interpersonal communication skills.
• Excellent organization 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 player with a positive attitude.
• Basic computer aptitude and skills, including proficiency with Microsoft Office.
• Knowledge of insurance company rating systems.
• Proficiency with agency management software.

Nice To Haves

• Bachelor’s degree.
• Professional insurance designation(s).
• Experience with Applied Systems Epic.

Responsibilities

• Work with Account Managers to manage servicing responsibilities for a book of business, including renewals, policy-change requests, proofs of insurance, contract and insurance-requirement reviews, and new-client onboarding.
• Process client coverage renewals, including gathering updated operations and exposure data, obtaining insurer quotations, analyzing and disclosing coverage changes, preparing proposals, and binding coverage.
• Prepare marketing submissions with detailed instructions for Rue’s Marketing Department 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 additional coverage to help 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.
• Build and maintain long-term client relationships in support of departmental retention goals.
• Obtain and present additional coverage quotations requested by clients or identified by the team.
• Follow agency processes and procedures, including Epic Workflows and client documentation and records-retention guidelines.
• Accompany producers on visits to larger accounts when requested.
• Participate in educational programs to enhance knowledge and skills or 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 as 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.
• 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