Hardenbergh Insurance Group · 1 week ago
Account Advisor - Personal Insurance
Hardenbergh Insurance Group is seeking a driven and customer-focused Account Advisor to join their growing team in Vineland, NJ. In this role, you will work with qualified prospects to craft tailored insurance solutions and build lasting client relationships while exercising independent judgment that impacts business success.
Responsibilities
Respond to assigned prospects within 24 hours to deliver an exceptional first impression
Work with a variety of lead sources including inbound calls, emails, website inquiries, referrals, marketing campaigns, carrier leads, and agency partnerships
Gather and analyze client information to design customized insurance proposals
Submit applications, manage carrier communications, present quotes, and bind coverage
Leverage your industry expertise to identify smart, cost-effective solutions for clients
Track and report lead activity and outcomes
Maintain accurate records in the Agency Management System in accordance with agency standards
Support carrier consolidation initiatives when requested
Ensure compliance with agency policies, procedures, and insurance carrier regulations
Contribute to special projects and initiatives as assigned by leadership
Qualification
Required
Active New Jersey Property & Casualty Producer License
Valid driver's license and auto liability insurance meeting HIG standards
Must be able to commute to Vineland, NJ
Proficiency in Microsoft Office (Outlook, Word, Excel, etc.)
Strong written and verbal communication skills
Proven ability to analyze information, solve problems, and make sound decisions