Senior Account Manager / Team Lead – Commercial Lines

About the role

The Senior Account Manager / Team Lead at Rue Insurance is a trusted advisor responsible for managing and growing a portfolio of commercial clients. This role involves providing high-level advisory support, leading a team of Commercial Account Managers, and maintaining strong client relationships.

Responsibilities

• Lead and inspire a team of Commercial Account Managers by setting clear priorities, establishing structured work plans, and providing hands-on leadership and support
• Provide hands-on assistance, training, and mentorship support to team members to enhance their personal professional development and success
• Handle primary responsibility for overall servicing of larger ($150K+) and/or complex Commercial client accounts
• Build and maintain strong internal and external relationships
• Efficiently and effectively lead new client onboarding and account renewals, and advocate for client interests as needed
• Proactively identify and resolve client, insurer, Rue personnel, and third-party communication and service issues in an empathetic and professional manner
• Collaborate with agency management to drive growth, including, but not limited to, leading account rounding efforts and supporting new program development and integration
• Develop and maintain advanced exposure and coverage knowledge by proactively seeking formal and informal educational programs to enhance knowledge and skills, and/or to obtain additional professional designations
• Contribute to enhancement of agency processes and procedures, including, but not limited to, taking initiative to drive continuous improvement in client service offerings, Epic Workflows, system documentation, and paper and electronic records management
• Accompany producers on client visits to accounts, as requested
• Be familiar with and follow agency E&O guidelines
• Attend and actively participate in regular department and monthly company meetings
• Perform all other duties or projects assigned by management

Qualifications

• Valid NJ Property and Casualty Insurance Licenses
• 5+ years Commercial account management experience with an agency or risk management department required
• At least 2 years of experience leading a team
• Excellent written, verbal, and interpersonal communication skills
• Strong organizational skills with strong attention to detail
• Strong analytical and critical thinking skills
• Excellent customer service mindset and skills
• Ability to multi-task and complete work with a sense of urgency
• Team player with a positive attitude
• Knowledge of insurance company rating systems
• Proficiency with Microsoft Office
• Experience using Applied Systems Epic
• Advanced Professional insurance designation(s) (e.g., CPCU, ARM) in progress or completed
• Active Certified Insurance Counselor (CIC) Insurance Designation
• Active Certified Insurance Service Representative (CISR) designation

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

Schedule & Classification

Full-time, salaried (Exempt) position

Pay

$100,000 - $140,000 plus bonus opportunity based on company and individual performance