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Personal Insurance Account Manager
Job in
Marlton, Burlington County, New Jersey, 08053, USA
Listed on 2026-10-12
Listing for:
Unison Risk Advisors
Full Time
position Listed on 2026-10-12
Job specializations:
-
Insurance
Insurance Agent & Advisor, Insurance Sales
Job Description & How to Apply Below
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, you'll 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. You'll 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 You'll 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
- 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
- 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
- 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)
- 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
$48,000-$52,000
Benefits- Medical
- Dental
- Vision
- Life Insurance
- Retirement Plan
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