Assistant Account Manager
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Job Location:
Hamilton, MT - USA
Yearly Salary:
$ 55000 - 75000
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
Rue Insurances AssistantAccount Managerisresponsibleforclient account servicing and insurance renewal tasks to support theAccount of work must exemplify the best-in-class service standards established by Rue Insurance at all times.A primaryobjectiveof this role is to effectively support new and existing medium andlarge sizecommercial client accounts. The Assistant Account Manager is an integral part of theclientonboarding and renewal processes.
Key Responsibilities
AssistAccount Managerswithoverall servicing of client accounts:
- request and compile pre-renewal client data
- request insurer loss runs
- create draft proposals and summaries of insurance
- invoice transactions andassistwith billing reconciliations
- review policies for accuracy and request and process changes as necessary
- process mid-term policy change requests for client exposure changes
- assistwith quoting and placing ancillary coverages a
- assistwith audit processing
- review and respond to basic client lease and contract requirements
- issue proofs of insurance and other client forms
- update andmaintainApplied Epic client account and application detail
- create andtransmitclient correspondence and related documentation
- Processclient policy renewals and remarketing
- Onboardnew 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 responsibilitiesin accordance withagency-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 istimelyandaccurate
- 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 andparticipatein department and company meetings as requested
Reports to:Director of Programs and Risk Solutions
Department:Programs
Work Schedule & Classification: Full-time salaried non-exempt position
Salary:$55000 - $75000 Annually
RequiredQualifications
- Active New JerseyProperty & CasualtyInsurance License
- Functional and technical knowledge commercial lines core coverages
- At least 1yearofcommercial lines insurance experience at agency or insurance company
- Strong customer service mindset and skills
- Strong writtenverbaland interpersonal communication skills
- Ability tooperatein a time-sensitive environment with a sense of urgency whenrequired
- 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
- Proficiencywith Microsoft Office
- Proficiencywithagency managementsoftware
PreferredQualifications
- Bachelors Degree
- Construction and/or specialtyinsurancecoverages knowledge
- Experience with AppliedSystemsEpicsoftware
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 &Dismembermentand Identity Theft
Physical Requirements:
Must be capable of sitting fora long periodof timeworking ona computerstandingandwalking.
About Rue Insurance
Rue Insurance is one of the largest independent insurance brokerages in the state of NJ having beenestablishedin 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 Insurancea 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 give5 starcustomer service to ourclientswhich 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 sexnational 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 absencecompensationand training.
Required Experience:
Manager
Key Skills
- Time Management
- accounts recievable/payable
- Data Entry
- Customer Service
- Debits & Credits
- Microsoft Outlook
- QuickBooks
- Accounting
- Account Management
- Microsoft Excel
- Administrative Experience
- Phone Etiquette
About Company
Rue Insurance is a full service insurance agency offering business insurance, employee benefits and personal insurance solutions to Hamilton, NJ and Raleigh, NC, and throughout NJ, PA and the Greater Mid-Atlantic Region.
