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Hardenbergh Insurance Group, Inc

Account Advisor - Personal Lines (Insurance)

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Job Description

Hardenbergh Insurance Group (HIG) is seeking a Personal Insurance Account Advisor to join our team in Marlton/Vineland location. The primary responsibility of this role is to develop and deliver insurance proposals to assigned prospects while providing exceptional service and maintaining strong client relationships. The ideal candidate is an experienced insurance professional who can independently assess client needs, identify appropriate coverage solutions, communicate effectively with prospects and carriers, and exercise sound judgment when making decisions that impact the business and our clients.

Key Responsibilities:

•Prospect Services

• Contact assigned prospects within 24 hours, unless otherwise instructed. Manage prospects from a variety of sources, including: Incoming calls and emails Website inquiries Client and employee referrals Cross-sell leads Carrier leads Marketing campaigns Agency partnerships Gather all information necessary to obtain insurance proposals. Submit applications to insurance carriers and respond promptly to carrier inquiries. Review and present insurance proposals and quotes to prospects. Bind coverage with insurance carriers. Apply industry knowledge to identify insurance solutions that achieve the best possible outcomes for clients. Provide a high level of service throughout the prospect-to-client process.

Additional Responsibilities:

Assist with carrier consolidation initiatives as requested. Track, document, and report incoming leads and results. Maintain accurate and complete records in the Agency Management System in accordance with agency standards. Follow all agency and department policies and procedures. Comply with applicable insurance company requirements and regulations. Exercise discretion and independent judgment in day-to-day decision-making. Perform additional assignments and projects as requested by management.

Required Qualifications:

1+ year of insurance experience.

REQUIRED

Active New Jersey Property & Casualty Producer License.

REQUIRED

Valid driver's license and automobile liability insurance.

REQUIRED

Proficiency with Microsoft Office Suite. Strong verbal and written communication skills. Ability to communicate clearly, concisely, professionally, and in a timely manner. Strong problem-solving and analytical skills. Ability to define problems, gather and evaluate information, establish facts, and draw sound conclusions. Strong organizational skills and attention to detail. Ability to manage multiple prospects, deadlines, and priorities effectively. Ability to work independently while contributing to a collaborative team environment.

What We're Looking For:

The successful candidate will be a client-focused, detail-oriented insurance professional who takes ownership of their work and is comfortable managing the full prospect-to-bind process. You should be confident communicating with clients and insurance carriers, knowledgeable about personal insurance products, and capable of finding creative solutions to meet client needs. If you're an experienced insurance professional looking to grow your career while providing outstanding service to clients, HIG would love to hear from you. Apply today!

Send resumes to:

Shara D. Richardson

•Talent Acquisition Specialist

•srichardson@hig.net

Pay:

$43,000.00

•$45,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

Hybrid remote in Marlton, NJ 08053

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance