Employee Benefits Account Manager

Rue Insurance is one of the largest independent insurance brokerages in New Jersey, 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 hold licenses in most U.S. states. Recognized as a "Best Places to Work NJ" and nationally as a "Best Places to Work Insurance," we pride ourselves on a diverse company culture where employees average over a decade of tenure. Our team delivers 5-star customer service, fostering a strong reputation in the industry.

About the role

This position serves as the primary day-to-day service contact for assigned small-group benefits clients, managing a designated book of business while delivering proactive, value-added services to enhance client experience, retention, and account profitability. The role supports insurance producers by handling renewals, enrollments, compliance, and ongoing benefits administration needs.

Responsibilities

• Serve as the 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 tasks.
• Deliver agency value-added offerings such as compliance guidance, 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 (e.g., 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.

Requirements

• 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 with 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, Accidental Death & Dismemberment, and Identity Theft.

Pay

$50,000 - $75,000 annually.

Schedule

Full-time, salaried (non-exempt) position.

Physical Requirements

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