Rue Insurance is one of the largest independent insurance brokerages in New Jersey, focusing on providing insurance solutions throughout NJ and PA. The Employee Benefits Junior Account Manager is responsible for managing a small-group book of business, ensuring client satisfaction, and supporting insurance producers with renewals, enrollments, and compliance needs.
Responsibilities
- Serve as primary service contact for assigned small employer benefits clients addressing inquiries, resolving issues, and ensuring overall client satisfaction
- Manage annual renewals including data collection, quoting, plan comparisons, and proposal preparation
- Coordinate open enrollment activities including employee communications and enrollment support
- Process new business submissions, additions, terminations, and life event changes
- Resolve carrier, billing, claims and eligibility issues in a timely and professional manner
- Independently handle all routine client servicing
- Deliver agency value-added offerings such as compliance guidance and resources, HR tools, employee education, market trends, plan performance and wellness initiatives
- Educate clients on benefit plan options, features, and enrollment processes through workshops, webinars, and individual consultations
- Promote agency service tools and technology platforms to improve client engagement
- Provide a seamless client experience and identify upsell and cross-sell opportunities (dental, vision, life, disability, voluntary benefits)
- Maintain accurate client records and documentation within the agency management system
- Support onboarding of new clients and ensure smooth implementation
- Track service activity, renewal timelines, and client deliverables
- Meet service-level standards and retention goals
- Attend and actively participate in regular department and monthly company meetings
Skills
- One or more years of employee benefits or insurance experience
- Strong understanding of group health insurance and ancillary benefits
- Active New Jersey Life Insurance and Health Insurance Licenses
- Excellent customer service and communication skills
- Strong organizational and time management abilities
- Ability to manage multiple accounts and deadlines
- Proficiency with Microsoft Office
- Proficiency agency management software
- Bachelor's degree
- Experience using Applied Systems Epic
- One or more years of account management experience
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, Vision, Long Term Disability, Short Term Disability, Life, Accident, Critical Illness, Accident Death & Dismemberment and Identity Theft
Company Overview
- Rue 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/.