Personal Insurance Account Advisor

Unison Risk Advisors; Marlton (NJ); Sur place; USD 41 000 - 50 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

Life Insurance

Retirement

Compensation Commission

Résumé du poste

Hardenbergh Insurance Group is seeking an Account Advisor (Personal Insurance) in Marlton, NJ. You will engage prospects, craft tailored proposals, and bind coverage while building lasting client relationships.

Requirements include 2+ years in insurance, NJ P&C license within 30 days, valid driver’s license, and strong MS Office skills. You’ll commute to Marlton or Vineland, NJ and be rewarded with base + commission.

Qualifications

• Minimum 2 years insurance experience.
• NJ Property & Casualty Producer License (must obtain within 30 days of hire).
• Valid driver’s license and auto liability insurance meeting agency standards.
• Must be able to commute to Marlton or Vineland, NJ.
• Proficiency in Microsoft Office (Outlook, Word, Excel, etc.).
• Strong written and verbal communication skills.
• Proven ability to analyze information, solve problems, and make sound decisions.

Responsabilités

• Respond to assigned prospects within 24 hours to deliver an exceptional first impression.
• Work with a variety of lead sources including inbound calls, emails, website inquiries, referrals, marketing campaigns, carrier leads, and agency partnerships.
• Gather and analyze client information to design customized insurance proposals.
• Submit applications, manage carrier communications, present quotes, and bind coverage.
• Leverage your industry expertise to identify smart, cost-effective solutions for clients.
• Track and report lead activity and outcomes.
• Maintain accurate records in the Agency Management System in accordance with agency standards.
• Support carrier consolidation initiatives when requested.
• Ensure compliance with agency policies, procedures, and insurance carrier regulations.
• Contribute to special projects and initiatives as assigned by leadership.

Connaissances

Communication

Analytical thinking

Problem solving

Outils

Microsoft Office

Description du poste

Are you passionate about helping people protect what matters most?

Hardenbergh Insurance Group is looking for a driven and customer-focused Account Advisor (Personal Insurance) to join our growing team.

In this role, you’ll work with qualified prospects, craft tailored insurance solutions, and build lasting client relationships—all while exercising independent judgment that directly impacts our business success.

What You’ll Do:

Prospect & Client Engagement

• Respond to assigned prospects within 24 hours to deliver an exceptional first impression
• Work with a variety of lead sources including inbound calls, emails, website inquiries, referrals, marketing campaigns, carrier leads, and agency partnerships
• Gather and analyze client information to design customized insurance proposals
• Submit applications, manage carrier communications, present quotes, and bind coverage
• Leverage your industry expertise to identify smart, cost-effective solutions for clients

Operational Excellence

• Track and report lead activity and outcomes
• Maintain accurate records in the Agency Management System in accordance with agency standards
• Support carrier consolidation initiatives when requested
• Ensure compliance with agency policies, procedures, and insurance carrier regulations
• Contribute to special projects and initiatives as assigned by leadership

Qualifications:

• Minimum 2 years insurance experience
• NJ Property & Casualty Producer License (must obtain within 30 days of hire)
• Valid driver’s license and auto liability insurance meeting HIG standards
• Must be able to commute to Marlton or Vineland, NJ
• Proficiency in Microsoft Office (Outlook, Word, Excel, etc.)
• Strong written and verbal communication skills
• Proven ability to analyze information, solve problems, and make sound decisions

Why This Role?

• Direct impact on client satisfaction and agency growth
• Autonomy to make meaningful decisions
• Exposure to diverse insurance products and carrier relationships
• Collaborative, professional environment with opportunities to grow

If you’re detail-oriented, client-focused, and ready to take ownership of your work, we’d love to hear from you.

Target Salary: $45K base - plus commission

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Retirement
• Compensation Commission