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    Insurance Account Manager - Trenton, United States - Rue Insurance

    Rue Insurance
    Rue Insurance Trenton, United States

    6 days ago

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    Description

    Job Description

    Job Description

    Rue Insurance's 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 providing outstanding client service and advisory support to all new and existing clients in a book of business. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times. The Account Manager's 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: Department Manager

    Work Schedule & Classification: Full-time, salaried non-exempt 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 Rue's 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 inter-agency 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 agency-established client service standards
    • Build and maintain long-term client relationships to support the departmental retention goals
    • Independently handle all routine client servicing without producer involvement
    • Obtain and present to clients additional coverage quotations as requested by client or identified
    • Follow all agency processes and procedures, including but not limited to, Epic Workflows, client documentation, paper and electronic records retention guidelines, etc.
    • Accompany producers in client visits to larger 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
    • 3-5 years Commercial 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)
    • Knowledge of insurance company rating systems
    • Experience with Applied Systems Epic

    Physical Requirements: Must be capable of sitting for a long period of time, occasional walking and driving. No lifting required.

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