Personal Insurance Account Manager
- 🇺🇸 United States
- Hybrid
- Manager or above
- 22 hours ago
- Epic
- Outlook
- Excel
- Pension
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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