Junior Account Manager - Personal Insurance
Rue Insurance, Trenton, NJ, United States
Junior Account Manager
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. 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 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. 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.
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. 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 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. 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.