Personal Insurance Solutions Advisor

Unison Risk Advisors; Marlton (NJ); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Retirement

Compensation Commission

Job summary

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.

Responsibilities

• 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.

Skills

Communication

Analytical thinking

Problem solving

Tools

Microsoft Office

Job description

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.