Position Summary
Rue Insurance’s Assistant Account Manager is responsible for client account servicing and insurance renewal tasks to support the Account Managers. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times. A primary objective of this role is to effectively support new and existing medium and large size commercial client accounts. The Assistant Account Manager is an integral part of the client onboarding and renewal processes.

Key Responsibilities

Assist Account Managers with overall servicing of client accounts:
- request and compile pre-renewal client data
- request insurer loss runs
- create draft proposals and summaries of insurance
- invoice transactions and assist with billing reconciliations
- review policies for accuracy and request and process changes as necessary
- process mid-term policy change requests for client exposure changes
- assist with audit processing
- issue proofs of insurance and other client forms
- update and maintain Applied Epic client account and application detail
- create and transmit client correspondence and related documentation
Process client policy renewals and remarketing
Onboard new clients
Follow up on outstanding items, including, but not limited to, policy change requests, cancellations and reinstatements, and overdue premium payments, update agency management system accordingly, and communicate any concerns to Account Manager
Perform assigned responsibilities in accordance with agency-established client service standards
Follow all agency processes and procedures, including but not limited to Epic Workflows, documentation, and paper and electronic record maintenance and retention guidelines
Ensure all work product is timely and accurate
Provide in-house customer service to producers and other agency departments as requested
Evaluate and answer client coverage questions and other client inquiries
Handle telephone, electronic, and in-person communication with clients, insurers, Rue personnel, and third parties in an empathetic and professional manner
Attend and participate in department and company meetings as requested

Reports to: Chief Operating Officer
Department: Commercial
Work Schedule & Classification: Full-time, salaried non-exempt position
Salary: $50,000 - $70,000 Annually 

Required Qualifications

Strong customer service mindset and skills
Strong written, verbal and interpersonal communication skills
Ability to operate in a time-sensitive environment, with a sense of urgency when required
Strong organizational skills with attention to detail
Ability to work well with others as a team, as well as to work well independently and accept accountability
Ability to be flexible, and to multi-task in a fast-paced environment
Proficiency with Microsoft Office

Preferred Qualifications

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

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, Accident Death & Dismemberment and Identity Theft

Physical Requirements:
Must be capable of sitting for a long period of time, working on a computer, standing, and walking.

About Rue Insurance
Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win “Best Places to Work NJ” and recently “Best Places to Work Insurance”, a national designation. We have an exceptional and diverse company culture that has led to our average employee remaining with us for over a decade. Our employees give 5 star customer service to our clients which in turn has fostered our sterling reputation.

Equal Opportunity Employer
Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Rue Insurance

Commercial Insurance Assistant Account Manager

About the Job

Requirements

Responsibilities

Desired Qualifications

About the Company

Rue Insurance

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