Personal Insurance Client Service Specialist - Remote Fri.

Unison Risk Advisors; Marlton (NJ); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Remote on Fridays

Medical insurance

Dental insurance

Vision insurance

Life Insurance

Retirement Plan

Paid Time Off

Professional Development Opportunities

Job summary

Hardenbergh Insurance Group is seeking a Client Services Representative (Personal Insurance) in Marlton, NJ or Vineland, NJ to support the Personal Insurance team with exceptional customer service and policy-related requests. The role emphasizes accuracy, organization, and a client-first approach, with opportunities for growth within the agency.

The position handles client inquiries, mortgage-related requests, and payments by phone, while maintaining records and ensuring regulatory compliance.

Qualifications

• 0-3 years of insurance experience
• Active New Jersey Property & Casualty Producer License required
• Proficiency in Microsoft Office
• Ability to navigate insurance carrier websites, systems, and databases
• Strong written and verbal communication skills
• Strong organizational and customer service skills
• Ability to analyze information, solve problems, and make sound decisions
• Ability to manage multiple priorities in a fast-paced environment
• Bilingual (Spanish) preferred

Responsibilities

• Answer incoming calls and direct clients to the appropriate team members as part of the agency phone team
• Process client requests for evidence of insurance and related documentation
• Handle urgent mortgage company requests on behalf of clients
• Process client payments received by phone
• Assist clients with time-sensitive service requests when their Account Manager is unavailable
• Provide prompt, professional support while delivering an outstanding customer experience
• Maintain accurate client records within the Agency Management System in accordance with agency standards
• Navigate carrier websites and online systems to process client requests and obtain information
• Ensure compliance with agency procedures, carrier requirements, and regulatory guidelines
• Support department operations through special projects and assignments as requested by leadership
• Follow established departmental processes and workflows
• Maintain a high level of accuracy, organization, and attention to detail
• Identify and resolve issues proactively while escalating complex matters appropriately
• Contribute to a collaborative and client-focused team environment

Skills

Insurance experience

MS Office proficiency

Multitasking

Bilingual Spanish

Tools

Carrier portals

Job description

Hardenbergh Insurance Group is seeking a Client Services Representative (Personal Insurance) in Marlton, NJ or Vineland, NJ to support the Personal Insurance team with exceptional customer service and policy-related requests. The role emphasizes accuracy, organization, and a client-first approach, with opportunities for growth within the agency.

The position handles client inquiries, mortgage-related requests, and payments by phone, while maintaining records and ensuring regulatory compliance.