Assistant Account Manager (Commercial)

The Assistant Account Manager is responsible for client account servicing and insurance renewal tasks to support the Account Managers, with a primary objective of effectively supporting new and existing medium and large size commercial client accounts.

Requirements

• Assist Account Managers with overall servicing of client accounts
• Request and compile pre-renewal client data
• 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 related documentation
• Process client policy renewals and remarketing
• Onboard new clients
• Follow up on outstanding items
• Perform assigned responsibilities in accordance with agency-established client service standards
• Follow all agency processes and procedures
• 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

Benefits

• Paid Time Off (PTO)
• 401(k) with Employer Match
• Profit Sharing Plan
• Flexible work and In Office/Remote Hybrid Work Schedules
• Insurance options