Rue Insurance · 2 months ago
Junior Account Manager - Personal Insurance
Hamilton Township, NJ
Full-time
Hybrid
Entry Level
$53K/yr - $65K/yr
1+ years expRue Insurance is one of the largest independent insurance brokerages in NJ, offering insurance solutions throughout NJ and PA. The Junior Account Manager acts as a liaison between clients and insurance carriers, managing client relationships and ensuring high-quality service delivery.
BankingFinancial ServicesInsurance
Responsibilities
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
Qualification
Required
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)
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
Preferred
Bachelor's Degree preferred
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….
Company
Rue Insurance
Rue Insurance offers insurance, financial, employee benefit and banking services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase