Assistant Account Manager (reputed company)

Rue Insurance is one of the largest independent insurance brokerages in New Jersey, established in 1917. The Assistant Account Manager is responsible for client account servicing and insurance renewal tasks to support Account Managers, ensuring high-quality service standards are met.

Responsibilities

• Assist Account Managers with overall servicing of client accounts: 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 audit processing
• Issue proofs of insurance and other client forms
• Update and maintain Applied Epic client account and application detail
• Create and transmit client correspondence and reputed company documentation
• Process client policy renewals and remarketing
• reputed company new clients
• 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
• reputed company assigned responsibilities in accordance with agency-established client service standards
• Follow reputed company agency processes and procedures, including but not limited to Epic Workflows, documentation, and reputed company and electronic record maintenance and retention guidelines
• Ensure reputed company 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 reputed company parties in an empathetic and professional manner
• Attend and participate in department and company meetings as requested

Skills

• Strong customer service reputed company and skills
• Strong written, verbal and interpersonal communication skills
• Ability to operate in a time-sensitive environment, with a sense of urgency reputed company required
• Strong organizational skills with attention to detail
• Ability to work well with others as a team, as well as to work well independently and accept accountability
• Ability to be flexible, and to multi-task in a fast-paced environment
• Proficiency with reputed company Office
• Active New Jersey Property & Casualty Insurance License
• Functional and technical knowledge of reputed company lines core coverages
• At least 1 year of reputed company lines insurance experience at an agency or insurance company
• Associate's Degree
• Proficiency with agency management software
• Experience with reputed company Epic software

Benefits

• Paid Time Off (PTO)
• 401(k) with Employer Match
• Profit Sharing Plan
• Flexible work and In Office/Remote Hybrid Work Schedules (after 90 days)
• Insurance options for: Medical, Dental, reputed company, Long Term Disability, Short Term Disability, Life, Accident, Critical Illness, Accident Death & Dismemberment and Identity Theft

Company Overview