Assistant Account Manager (Commercial)

Rue Insurance is one of the largest independent insurance brokerages in New Jersey, established in 1917. They are seeking an Assistant Account Manager to support Account Managers in servicing client accounts and managing insurance renewals, ensuring high-quality service standards are met.ResponsibilitiesAssist Account Managers with overall servicing of client accounts:Request and compile pre-renewal client dataRequest insurer loss runsCreate draft proposals and summaries of insuranceInvoice transactions and assist with billing reconciliationsReview policies for accuracy and request and process changes as necessaryProcess mid-term policy change requests for client exposure changesAssist with audit processingIssue proofs of insurance and other client formsUpdate and maintain Applied Epic client account and application detailCreate and transmit client correspondence and related documentationProcess client policy renewals and remarketingOnboard new clientsFollow 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 ManagerPerform assigned responsibilities in accordance with agency-established client service standardsFollow all agency processes and procedures, including but not limited to Epic Workflows, documentation, and paper and electronic record maintenance and retention guidelinesEnsure all work product is timely and accurateProvide in-house customer service to producers and other agency departments as requestedEvaluate and answer client coverage questions and other client inquiriesHandle telephone, electronic, and in-person communication with clients, insurers, Rue personnel, and third parties in an empathetic and professional mannerAttend and participate in department and company meetings as requestedSkillsStrong customer service mindset and skillsStrong written, verbal and interpersonal communication skillsAbility to operate in a time-sensitive environment, with a sense of urgency when requiredStrong organizational skills with attention to detailAbility to work well with others as a team, as well as to work well independently and accept accountabilityAbility to be flexible, and to multi-task in a fast-paced environmentProficiency with Microsoft OfficeActive New Jersey Property & Casualty Insurance LicenseFunctional and technical knowledge of commercial lines core coveragesAt least 1 year of commercial lines insurance experience at an agency or insurance companyAssociate's DegreeProficiency with agency management softwareExperience with Applied Systems Epic softwareBenefitsPaid Time Off (PTO)401(k) with Employer MatchProfit Sharing PlanFlexible 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 & Dismemberment and Identity TheftCompany OverviewRue Insurance offers insurance, financial, employee benefit and banking services. It was founded in 1917, and is headquartered in Hamilton, Ontario, CAN, with a workforce of 51-200 employees. Its website is https://www.rueinsurance.com/.



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