Commercial Insurance Account Manager
Commercial Insurance Account Manager
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Job Description
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 remining 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 Insurances Account Managers are Trusted Advisors (liaison) between the client and insurance carrier to convey information ensure understanding and assure work is performed in an accurate timely manner. Producer 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 bestinclass service standards established by Rue Insurance at all times. The Account Managers main focus is to build and maintain client relationships to support the new business and retention goals of their department
Hybrid schedule available after 90 days
Reports to: Commercial Lines Manager Department/Unit: Commercial Lines
Work Schedule & Classification: Fulltime salaried (nonexempt) position
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 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 submission with detailed instructions for Rues
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 interagency 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 agencyestablished client
service standards
Independently handle all routine client servicing without producer involvement
Build and maintain longterm 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 but not limited to Epic
Workflows 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
Qualifications & Education:
Valid NJ Property/Casualty/Life/Health Licenses as applicable
35 years Commercial Lines Account Management experience
Excellent written verbal and interpersonal communication skills
Professional insurance designation(s)
Bachelors Degree preferred
Excellent organization skills with strong attention to detail
Strong analytical and critical thinking skills
Excellent customer service mindset and skills
Ability to multitask 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)
Knowledge of insurance company rating systems
Experience with Applied Systems Epic
Benefits:
Flexible Work Schedule
In office/ Remote Hybrid Work Schedule
401(k) with Match
Profit Sharing Plan
Medical with HRA
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.
Required Experience:
Manager
Employment Type
Full-Time
