Select Business Unit Account Advisor jobs in United States
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Hardenbergh Insurance Group ยท 1 day ago

Select Business Unit Account Advisor

Hardenbergh Insurance Group is seeking a client-focused Account Advisor to grow their Select Business Unit by developing tailored insurance proposals and ensuring an exceptional client experience. The role involves engaging with prospects, managing insurance solutions, and maintaining operational excellence to support agency growth.

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Hiring Manager
Shara Richardson
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Responsibilities

Respond to assigned prospects within 24 hours (unless otherwise directed) to ensure a best-in-class experience
Work leads from multiple sources including inbound calls, emails, website inquiries, referrals, cross-sell opportunities, carrier leads, marketing campaigns, and agency partnerships
Gather all necessary client information to develop accurate and competitive insurance proposals
Submit applications, respond to carrier inquiries, present quotes, and bind coverage
Leverage your industry knowledge to design customized insurance solutions that deliver the best possible outcomes for clients
Maintain accurate and up-to-date records in the Agency Management System in accordance with agency standards
Track and report lead activity and results to support ongoing growth initiatives
Assist with carrier consolidation initiatives and other special projects as needed
Adhere to all agency, departmental, and carrier policies and regulations

Qualification

Property & Casualty LicenseInsurance Proposal ManagementMicrosoft Office ProficiencyClient EngagementCommunication SkillsProblem-Solving Skills

Required

Active Property & Casualty Producer's Insurance License
Proficiency in Microsoft Office (Word, Excel, Outlook, etc.)
Strong written and verbal communication skills with the ability to explain complex information clearly and confidently
Excellent problem-solving skills with the ability to analyze information and make sound, independent decisions

Company

Hardenbergh Insurance Group

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Hardenbergh Insurance Group is an insurance company that provides insurance and risk management planning solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Daniel Rementov
Chief Financial Officer
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Brian Blaston
Partner
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Company data provided by crunchbase