Personal Insurance Account Manager
Marlton, NJ - USA
Job Summary
Are you passionate about helping people protect what matters most
Hardenbergh Insurance Group is looking for a driven and customer-focused Personal Insurance Account Managerto join our growing team.
In this role youll serve as a trusted advisor to our clients providing exceptional service resolving coverage and billing issues supporting claims activity and helping clients navigate their insurance needs. Youll exercise independent judgment and play a critical role in delivering a best-in-class client experience while supporting the continued growth and success of the agency.
What Youll Do:
Client Service & Relationship Management
- Serve as the primary point of contact for an assigned book of personal insurance clients
- Process policy change requests and coverage updates excluding mortgage company changes
- Research and respond to client and carrier inquiries in a timely and professional manner
- Reconcile billing premium and coverage-related questions
- Assist clients with claim reporting including First Notice of Loss and support claim resolution efforts
- Provide solutions and recommendations that meet client needs while maintaining strong carrier relationships
- Service walk-in phone and email client requests with a high level of responsiveness
Policy Management & Account Administration
- Review expiration lists to ensure renewals are processed issued and accurately updated in Epic including agency-billed policies
- Perform remarketing activities when appropriate to ensure competitive coverage options
- Maintain accurate client records and documentation within the Agency Management System
- Ensure compliance with agency policies procedures carrier requirements and regulatory standards
- Support departmental initiatives special projects and additional responsibilities as assigned by leadership
Operational Excellence
- Maintain Agency Management System records in accordance with agency standards
- Follow established departmental processes and workflows
- Identify and resolve issues proactively while maintaining attention to detail and accuracy
- Contribute to a collaborative team environment focused on exceptional client service
Qualifications:
- 3-5 years of personal insurance experience required
- Active New Jersey Property & Casualty Producer License required
- Proficiency in Microsoft Office (Outlook Word Excel and related applications)
- Strong written and verbal communication skills
- Ability to manage multiple priorities while maintaining accuracy and attention to detail
- Proven ability to analyze information solve problems and make sound business decisions
- Strong customer service orientation and relationship management skills
- Experience working within an Agency Management System (Epic experience preferred)
Why This Role
- Opportunity to manage and grow meaningful client relationships
- Direct impact on client retention and satisfaction
- Collaborative and supportive team environment
- Exposure to a diverse portfolio of personal insurance products and carriers
- Opportunities for professional development and career growth within a growing organization
Compensation & Benefits
Target Salary: $48000-$52000
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Retirement Plan
Required Experience:
IC