Commercial Insurance Account Manager
Rue Insurance, Mercerville-Hamilton Square, New Jersey, United States
Overview
Position Summary
Rue Insurance’s Account Managers are trusted advisors that liaise between clients and insurance carriers to convey information, provide understanding, and ensure work is performed in an accurate, timely manner. Commercial Lines Account Managers are primarily responsible for providing outstanding client service and advisory support to all new and existing clients in a book of business (accounts above $25k in premium). Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times. The Account Manager’s main focus is to build and maintain client relationships to support the new business and retention goals of their department.
Note: This refined description preserves the original language and intent while improving structure and formatting.
Key Responsibilities
Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance, contract and insurance requirement reviews, and assist with onboarding new clients
Process client coverage renewals in a timely manner, from obtaining updated client operations and exposure data, to obtaining renewal quotations from insurers, analyzing and disclosing coverage changes, preparing renewal proposals for client presentation, and binding coverage
Prepare complete marketing submissions with detailed instructions for Rue’s Marketing Department when remarketing is requested – continue to work closely with marketer until final renewal or replacement of coverage
Proactively identify opportunities to educate clients, initiate inter-agency referrals, and offer enhanced or new coverage/account rounding recommendations to minimize client risk
Handle all client requests (internal and external) in a timely, friendly, empathetic and professional manner
Perform assigned responsibilities in accordance with the agency-established client service standards
Independently handle all routine client servicing without producer involvement
Build and maintain long-term client relationships to support the departmental retention goals
Provide clients a clear response on coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
Follow all agency processes and procedures, including EpicWorkflows, client documentation, paper and electronic records retention guidelines, etc.
Accompany producers on client visits to accounts, as requested
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
Reports to Commercial Lines Manager
Department Commercial Lines
Work Schedule & Classification Full-time, salaried (non-exempt) position
Salary $65,000 - $95,000 plus bonus opportunity based on company and individual performance
Physical Requirements Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
Required Qualifications
Valid NJ Property and Casualty Insurance Licenses
At least 3 years of commercial 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
Knowledge of insurance company rating systems
Proficiency with Microsoft Office
Experience with agency management software
Preferred Qualifications
Bachelor’s Degree
Experience using Applied Systems Epic
Active Certified Insurance Service Representative (CISR) designation
Active Certified Insurance Counselor (CIC) Insurance Designation
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
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.
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Note: This refined description preserves the original language and intent while improving structure and formatting.
Key Responsibilities
Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance, contract and insurance requirement reviews, and assist with onboarding new clients
Process client coverage renewals in a timely manner, from obtaining updated client operations and exposure data, to obtaining renewal quotations from insurers, analyzing and disclosing coverage changes, preparing renewal proposals for client presentation, and binding coverage
Prepare complete marketing submissions with detailed instructions for Rue’s Marketing Department when remarketing is requested – continue to work closely with marketer until final renewal or replacement of coverage
Proactively identify opportunities to educate clients, initiate inter-agency referrals, and offer enhanced or new coverage/account rounding recommendations to minimize client risk
Handle all client requests (internal and external) in a timely, friendly, empathetic and professional manner
Perform assigned responsibilities in accordance with the agency-established client service standards
Independently handle all routine client servicing without producer involvement
Build and maintain long-term client relationships to support the departmental retention goals
Provide clients a clear response on coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
Follow all agency processes and procedures, including EpicWorkflows, client documentation, paper and electronic records retention guidelines, etc.
Accompany producers on client visits to accounts, as requested
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
Reports to Commercial Lines Manager
Department Commercial Lines
Work Schedule & Classification Full-time, salaried (non-exempt) position
Salary $65,000 - $95,000 plus bonus opportunity based on company and individual performance
Physical Requirements Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
Required Qualifications
Valid NJ Property and Casualty Insurance Licenses
At least 3 years of commercial 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
Knowledge of insurance company rating systems
Proficiency with Microsoft Office
Experience with agency management software
Preferred Qualifications
Bachelor’s Degree
Experience using Applied Systems Epic
Active Certified Insurance Service Representative (CISR) designation
Active Certified Insurance Counselor (CIC) Insurance Designation
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
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.
Powered by JazzHR
qcJPAVymrX
#J-18808-Ljbffr