Junior Account Manager - Personal Insurance

Rue Insurance•Hamilton Township, NJ

51d•$53,000 - $65,000•Hybrid

About The Position

Rue Insurance’s Junior Account Managers are a Trusted Advisor (liaison) between the client and insurance carrier to convey information, ensure understanding, and assure work is performed in an accurate, timely manner. They are primarily responsible for working closely in a team environment to support the team, while servicing clients on a day- to day basis. The Junior Account Manager’s will develop and maintain client relationships with both client and carrier representatives whileproviding outstanding client ervice and advisory support to all clients in support of a book of business. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times.

Requirements

Valid NJ Property/Casualty/Life/Health Licenses, as applicable
1-2 years Personal 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
Basic computer aptitude and skills, including proficiency with Microsoft Office Suite (Word, Excel, Outlook and Power Point)
Experience with Applied Systems Epic including Epic Quotes

Nice To Haves

Professional insurance designation(s)
Bachelor’s Degree preferred

Responsibilities

Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance, insurance requirement reviews, billing inquiries and assist with the onboarding new clients.
Follow the department’s renewal review process by providing all pertinent information to the carrier to obtain renewal terms and premium.
Process client payments and advise them of the different payment options the carrier may offer.
Handle incoming Personal Lines new business phone calls and provide quotes.
Handle client requests (internal and external) in a timely, friendly, empathetic and professional manner.
Proactively identify opportunities to educate clients, initiate inter-agency referrals, or offer enhanced or new coverages recommendations/account rounding to minimize client risk.
Build and maintain long-term client relationships to support the departmental retention goals.
Perform assigned responsibilities in accordance with the agency-established client service standards.
Follow all agency processes and procedures, including but not limited to, Epic Workflows, client documentation, paper and electronic records retention guidelines, etc.
Participate in educational programs to enhance knowledge and skills, and/or achieve or maintain professional designation(s).
Be familiar with and follow agency E&O guidelines.
Attend and actively participate in regular department and monthly company meetings
Perform all other duties or projects as assigned by management.