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Open nowPosted 17 days ago

Personal Insurance Account Manager

Unison Risk Advisors51 open roles

Pay
$48,000 – $52,000 a year
Where
Marlton, New Jersey, United States
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Your applicationOpen nowPersonal Insurance Account ManagerUnison Risk Advisors · Marlton, New Jersey, United States

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Unison Risk Advisors postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 17 days ago

Unison Risk Advisors median: 2 days open

The posting

Location: Marlton,New Jersey,United States

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 clients
  • Process policy change requests and coverage updates, excluding mortgage company changes
  • Research and respond to client and carrier inquiries in a timely and professional manner
  • Reconcile billing, premium, and coverage-related questions
  • Assist clients with claim reporting, including First Notice of Loss, and support claim resolution efforts
  • Provide solutions and recommendations that meet client needs while maintaining strong carrier relationships
  • Service 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 policies
  • Perform remarketing activities when appropriate to ensure competitive coverage options
  • Maintain accurate client records and documentation within the Agency Management System
  • Ensure compliance with agency policies, procedures, carrier requirements, and regulatory standards
  • Support departmental initiatives, special projects, and additional responsibilities as assigned by leadership

Operational Excellence

  • Maintain Agency Management System records in accordance with agency standards
  • Follow established departmental processes and workflows
  • Identify and resolve issues proactively while maintaining attention to detail and accuracy
  • Contribute to a collaborative team environment focused on exceptional client service

Qualifications:

  • 3-5 years of personal insurance experience required
  • Active New Jersey Property & Casualty Producer License required
  • Proficiency in Microsoft Office (Outlook, Word, Excel, and related applications)
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities while maintaining accuracy and attention to detail
  • Proven ability to analyze information, solve problems, and make sound business decisions
  • Strong customer service orientation and relationship management skills
  • Experience working within an Agency Management System (Epic experience preferred)

Why This Role?

  • Opportunity to manage and grow meaningful client relationships
  • Direct impact on client retention and satisfaction
  • Collaborative and supportive team environment
  • Exposure to a diverse portfolio of personal insurance products and carriers
  • Opportunities for professional development and career growth within a growing organization

Compensation & Benefits

Target Salary: $48,000-$52,000

Benefits

  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Retirement Plan

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