Junior Account Manager - Personal Insurance
Rue Insurance, Mercerville-Hamilton Square, New Jersey, United States
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.
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 while providing outstanding client service 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.
Hybrid schedule available after 90 days
Reports to:
Personal Lines Manager
Department/Unit:
Personal Lines
Work Schedule & Classification:
Full-time, salaried (non-exempt) position
Salary:
$53,000 - $65,000
Duties & Responsibilities Include But Are Not Limited To
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 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.
Qualifications & Education
Valid NJ Property/Casualty/Life/Health Licenses, as applicable
1-2 years Personal Lines Account Management experience
Excellent written, verbal, and interpersonal communication skills
Professional insurance designation(s)
Bachelor’s Degree preferred
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
Benefits
Flexible Work Schedule
In office/ Remote Hybrid Work Schedule
401(k) with Match
Profit Sharing Plan
Medical with HRA/HSA
Dental
Vision
LTD
STD
Life Insurance
Accident Insurance
Critical Illness Insurance
AD&D Insurance
FSA
Identity Theft Insurance
And more…
Physical Requirements Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
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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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 while providing outstanding client service 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.
Hybrid schedule available after 90 days
Reports to:
Personal Lines Manager
Department/Unit:
Personal Lines
Work Schedule & Classification:
Full-time, salaried (non-exempt) position
Salary:
$53,000 - $65,000
Duties & Responsibilities Include But Are Not Limited To
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 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.
Qualifications & Education
Valid NJ Property/Casualty/Life/Health Licenses, as applicable
1-2 years Personal Lines Account Management experience
Excellent written, verbal, and interpersonal communication skills
Professional insurance designation(s)
Bachelor’s Degree preferred
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
Benefits
Flexible Work Schedule
In office/ Remote Hybrid Work Schedule
401(k) with Match
Profit Sharing Plan
Medical with HRA/HSA
Dental
Vision
LTD
STD
Life Insurance
Accident Insurance
Critical Illness Insurance
AD&D Insurance
FSA
Identity Theft Insurance
And more…
Physical Requirements Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
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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