Personal Insurance Account Manager
Hardenbergh Insurance Group · Marlton, NJ · 1 wk ago
Hybrid$48k–$52k/yrFull-time
Are you passionate about helping people protect what matters most? Hardenbergh Insurance Group is looking for a driven and customer-focused Personal Insurance Account Manager to 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 clientsProcess policy change requests and coverage updates, excluding mortgage company changesResearch and respond to client and carrier inquiries in a timely and professional mannerReconcile billing, premium, and coverage-related questionsAssist clients with claim reporting, including First Notice of Loss, and support claim resolution effortsProvide solutions and recommendations that meet client needs while maintaining strong carrier relationshipsService walk-in, phone, and email client requests with a high level of responsiveness Policy Management & Account Administration Review expiration lists to ensure renewals are processed, issued, and accurately updated in Epic, including agency-billed policiesPerform remarketing activities when appropriate to ensure competitive coverage optionsMaintain accurate client records and documentation within the Agency Management SystemEnsure compliance with agency policies, procedures, carrier requirements, and regulatory standardsSupport departmental initiatives, special projects, and additional responsibilities as assigned by leadership Operational Excellence Maintain Agency Management System records in accordance with agency standardsFollow established departmental processes and workflowsIdentify and resolve issues proactively while maintaining attention to detail and accuracyContribute to a collaborative team environment focused on exceptional client service Qualifications 3-5 years of personal insurance experience requiredActive New Jersey Property & Casualty Producer License requiredProficiency in Microsoft Office (Outlook, Word, Excel, and related applications)Strong written and verbal communication skillsAbility to manage multiple priorities while maintaining accuracy and attention to detailProven ability to analyze information, solve problems, and make sound business decisionsStrong customer service orientation and relationship management skillsExperience working within an Agency Management System (Epic experience preferred) Why This Role? Opportunity to manage and grow meaningful client relationshipsDirect impact on client retention and satisfactionCollaborative and supportive team environmentExposure to a diverse portfolio of personal insurance products and carriersOpportunities for professional development and career growth within a growing organization Compensation & Benefits Target Salary: $48,000-$52,000 Benefits MedicalDentalVisionLife InsuranceRetirement Plan