Employee Benefits Junior Account Manager

Key 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
• Cook 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
• Provide education 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 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

Qualifications

• 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 in agency management software

Preferred Qualifications

• Bachelor’s degree
• Experience using Applied Systems Epic
• One or more years of account management experience

About Rue Insurance

Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, established in 1917. They offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties. They are licensed in most states across the US and have won "Best Places to Work NJ" and "Best Places to Work Insurance" designations. Rue Insurance has an exceptional and diverse company culture, fostering an average employee tenure of over a decade. Their employees provide 5-star customer service, contributing to their 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.