Personal Insurance Customer Service Representative
$45k - $50kUnison Risk Advisors
Are you passionate about helping people protect what matters most
Hardenbergh Insurance Group is seeking a service-oriented and detail-focused Client Services Representative (Personal Insurance) to join our growing team.
In this role youll support our Personal Insurance team by providing exceptional customer service assisting clients with policy-related requests and ensuring critical service needs are handled accurately and efficiently. Youll play an important role in creating a positive client experience while supporting the overall success of the agency.
Location : Marlton NJ or Vineland NJ
What Youll Do:
Client Support & Service
- 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
Account Administration
- 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
Operational Excellence
- 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
Qualifications:
- 0-3 years of insurance experience required
- Active New Jersey Property & Casualty Producer License required
- Proficiency in Microsoft Office (Outlook Word Excel and related applications)
- 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
Why This Role
- Great entry point into a growing insurance organization
- Opportunity to develop insurance knowledge and client service expertise
- Direct impact on client satisfaction and retention
- Exposure to a wide range of personal insurance products and carrier relationships
- Supportive team environment with opportunities for growth and advancement
Compensation & Benefits
- Remote on Fridays
Target Salary: $45000 - $50000 (commensurate with experience)
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Retirement Plan
- Paid Time Off
- Professional Development Opportunities
Required Experience:
Unclear Seniority
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