Commercial Insurance Account Manager

Rue Insurance’s Account Managers aretrustedadvisorsthat liaise between clients and insurance carriers to convey information,provide understanding, andensurework is performedinan accurate,timely manner.

Commercial Lines 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 best-in-class service standards established by Rue Insurance at all times.

The Account Manager’smain focusis to build andmaintainclient relationships to support the new business and retention goals of their department.

• Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance,contractandinsurance requirement reviews, andassistwith onboarding new clients
• Process client coverage renewal sin a timely manner, from obtaining updated client operations and exposure data, to obtaining renewal quotations from insurers,analyzinganddisclosingcoverage changes, preparing renewal proposals for client presentation, and binding coverage
• Prepare complete marketing submissions with detailed instructions for Rue’sMarketing Department when remarketing is requested– continue to work closely with marketer until final renewal or replacement of coverage
• Proactivelyidentifyopportunities to educate clients,initiate inter-agency referrals,and offer enhanced or new coverage/account rounding recommendations to minimize client risk
• Proactivelyidentifyopportunities to educate clients,initiate inter-agency referrals,and offer enhanced or new coverage/account rounding recommendations to minimize client risk
• Handle all client requests (internal and external) ina timely, friendly,empathetic and professional manner
• Perform assigned responsibilities in accordance withthe agency-established client service standards
• Independently handle all routine client servicing without producer involvement
• Build andmaintainlong-term 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/orachieve ormaintainprofessional designation(s)
• Be familiar with and follow agency E&O guidelines
• Attend and activelyparticipatein regular department and monthly company Meetings
• Perform all other duties or projects as assigned by management

Reports to:Commercial Lines Manager
Department:Commercial Lines
Work Schedule & Classification:Full-time, salaried (non-exempt) position
Salary:$65,000 - $95,000plus bonus opportunity based on company and individual performance
Physical Requirements:Must be capable of sitting fora long periodof time, working on a computer, standing, and walking.

• Valid NJ Property and Casualty Insurance Licenses
• At least 3yearsofcommerciallinesaccountmanagement experience
• Excellent written, verbal, and interpersonal communication skills
• 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
• Knowledge of insurance company rating systems
• Proficiency with Microsoft Office
• Experiencewithagency management software

• Bachelor’s Degree
• Experience using…