Commercial Lines Account Advisor

Hardenbergh Insurance Group; Marlton (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Hardenbergh Insurance Group in Marlton, NJ is seeking an Account Advisor – Business Insurance (Commercial Lines) to join our growing team. You’ll partner with an assigned Account Manager to develop and deliver insurance proposals and renewals, ensuring an outstanding client experience across all accounts.

Key duties include managing prospect and new business support, submitting applications to insurers, presenting proposals, binding coverage, and renewing client relationships with strong service

Qualifications

• 3+ years of insurance experience.
• Active New Jersey Property & Casualty Producer License.
• Valid driver’s license and auto liability insurance.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Develop and deliver insurance proposals and renewals with an assigned Account Manager.
• Submit applications to insurers and respond to underwriting inquiries.
• Present proposals and quotes to prospects and bind coverage.
• Meet with clients and prospects in person as needed.

Skills

Relationship building

Communication skills

Problem solving

Discretion in decisions

Tools

Microsoft Office Suite

Job description

Are you an experienced insurance professional who thrives on building relationships, solving client challenges, and delivering exceptional service?

We’re looking for an Account Advisor – Business Insurance (Commercial Lines) to join our growing team!

In this role, you’ll work closely with an assigned Account Manager to develop and deliver insurance proposals and renewals while ensuring an outstanding client experience across all assigned accounts.

What You’ll Do:

Prospect & New Business Support

• Contact assigned prospects within 24 hours (unless otherwise directed)
• Manage leads from multiple sources including:
• Website inquiries
• Incoming calls and emails
• Client and employee referrals
• Cross-sell opportunities
• Carrier and marketing leads
• Agency partnerships
• Gather all necessary client information to solicit proposals
• Submit applications to insurers and respond to underwriting inquiries
• Present proposals and quotes to prospects
• Bind coverage with insurers
• Meet with clients and prospects in person, as needed
• Use industry expertise to provide customized insurance solutions and best outcomes

Client Service & Renewals

• Collaborate with clients to complete renewal applications and provide renewal quotes
• Collect required information to bind renewal coverage
• Document all client interactions in Applied Epic using activities and attachments
• Assist clients with insurance audits

Additional Responsibilities

• Support carrier consolidation initiatives when requested
• Track and report incoming leads and results
• Maintain agency management systems to agency standards
• Adhere to agency policies, procedures, and carrier regulations
• Assist with additional projects and assignments as requested by management

Qualifications:

• 3+ years of insurance experience (Required)
• Active New Jersey Property & Casualty Producer License (Required)
• Valid driver’s license and auto liability insurance (Required)
• Proficiency in Microsoft Office Suite
• Strong verbal and written communication skills
• Excellent problem-solving and analytical abilities
• Ability to exercise discretion and independent judgment in business decisions

Why Join Us?

• Collaborative and supportive team environment
• Opportunity to build strong client relationships
• Professional growth within a respected insurance organization
• Dynamic role with meaningful impact on client success

If you’re ready to grow your career in commercial insurance and make a difference for clients every day, we’d love to hear from you!