Insurance Assistant Account Manager

Rue Insurance • Full-time • Hamilton, NJ, United States • 11m ago

Job Description

Assistant Account Manager (Programs)

Rue Insurance’s Assistant Account Manager (Programs) is primarily responsible for
Programs client account servicing and insurance renewal tasks to support the Account
Manager(s) (Programs). Quality of work must exemplify the best-in-class service
standards established by Rue Insurance at all times. A primary objective of this role is to
effectively support new and existing medium and large size commercial client accounts.
The Assistant Account Manager (Programs) is an integral part of the Programs client
onboarding and renewal processes.

Position is hybrid after 90 days in office.

Reports to: Programs and Risk Solutions Manager

Department: Commercial Lines

Work Schedule & Classification: Full-time, salaried non-exempt position

Duties & Responsibilities include but are not limited to:

Assist Account Manager(s) (Programs) with overall servicing of Programs client accounts, processing Programs client policy renewals and remarketing, and onboarding new Programs clients – this includes, but is not limited to:
- request and compile pre-renewal client data
- request insurer loss runs
- create draft proposals and summaries of insurance
- invoice transactions and assist with billing reconciliations
- review policies for accuracy and request and process changes as necessary
- process mid-term policy change requests for client exposure changes
- assist with quoting and placing ancillary coverages
- assist with audit processing
- review and respond to basic client lease and contract requirements
- issue proofs of insurance and other client forms
- update and maintain Applied Epic client account and application detail
- create and transmit client correspondence and related documentation
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 responsibilities in accordance with agency-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 is timely and accurate
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 and participate in department and company meetings as requested
Perform all other duties or projects as assigned by management

Qualifications & Education:

Current Property & Casualty license
Professional insurance designation(s) preferred
1-3 years commercial lines insurance experience at agency or insurance company level
Bachelor’s Degree preferred
Functional and technical knowledge to do the job well – commercial lines core coverages knowledge required; construction and/or specialty coverages knowledge
Strong customer service mindset and skills
Strong written, verbal and interpersonal communication skills
Ability to operate in a time-sensitive environment, with a sense of urgency when required
Excellent organizational skills with strong attention to detail
Ability to be flexible, and to multi-task in a fast-paced environment
Ability to work well with others as a team, as well as to work well independently and accept accountability
Basic computer aptitude and skills including proficiency with Microsoft Office (Word, Excel and Outlook)
Applied Epic systems knowledge preffered

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

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