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Job description
Key Responsibilities
Small Group Account Management
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, claimsand eligibility issues ina timelyand professional manner
Independently handle all routine client servicing
Deliver agency value-added offerings such as complianceguidanceandresources, HR tools, employee education,market trends,planperformanceand 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
Internal Collaboration and Revenue Support
Provide a seamless client experience and identifyupsell 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
Reports to: Director of Client Services- Employee Benefits
Department: Employee Benefits
Work Schedule & Classification: Full-time, salaried (non-exempt) position
Salary: $50,000 - $75,000 Annually
Physical Requirements: Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
Required Qualifications
One or more years of employee benefits or insurance experience
One or more years of account management experience
Strong understanding of group health insurance and ancillary benefits
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
Preferred Qualifications
Active New Jersey Life Insurance and Health Insurance Licenses
Bachelor’s degree
Experience using Applied Systems Epic
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
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 remaining with us for over a decade. Our employees give 5-star customer service to our clients which in turn has fostered our sterling reputation.
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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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.