Commercial Lines Account Manager - Rue Insurance

About Rue Insurance 

Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win “Best Places to Work NJ” and recently “Best Places to Work Insurance”, a national designation. We have an exceptional and diverse company culture that has led to our average employee remining with us for over a decade. Our employees give 5 star customer service to our clients which in turn has fostered our sterling reputation. 

About the Position  

Rue Insurance’s Account Managers are Trusted Advisors (liaison) between the client and insurance carrier to convey information, ensure understanding, and assure work is performed in an accurate, timely manner. Producer 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’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: Commercial Lines Manager Department/Unit: Commercial Lines 

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 

• Independently handle all routine client servicing without producer involvement 

• Build and maintain long-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/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  

Benefits: 

• Flexible Work Schedule 

• In office/ Remote Hybrid Work Schedule 

• 401(k) with Match 

• Profit Sharing Plan 

• Medical with HRA 

• Dental 

• Vision 

• LTD 

• STD 

• Life Insurance 

• Accident Insurance 

• Critical Illness Insurance 

• AD&D Insurance 

• FSA 

• Identity Theft Insurance 

• And more….. 

Physical Requirements:  

Must be capable of sitting for a long period of time, working on a computer, standing, and walking.  

Equal Opportunity Employer: 

Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

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