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Personal Insurance Account Manager

$48k - $52k

Unison Risk Advisors

Are you passionate about helping people protect what matters most? Hardenbergh Insurance Group is looking for a driven and customer-focused Personal Insurance Account Managerto 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 #J-18808-Ljbffr Unison Risk Advisors

Vacancy posted 3 days ago
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