Intero Real Estate Services · 11 hours ago
Signature Account Advisor
Cherry Hill, New Jersey, United States
Full-time
Hybrid
Senior Level
$28/hr - $34.50/hr
5+ years expIntero Real Estate Services is a company focused on providing exceptional service in the insurance sector. The Signature Account Advisor will support affluent clients, educate producers on high-net-worth business, and ensure profitability through effective account management and client relationships.
Building MaterialE-CommerceReal EstateRetail
Responsibilities
Support sales programs and long-range objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness
Coach, educate and support Producers in structuring and submitting high-net worth business to our select group of carriers for underwriting and pricing
Partner with Producers in presenting quotes to prospective customers and answering coverage and pricing questions
Research and answer clients’, Producers’ and carriers’ calls and emails
Advise clients regarding insurance coverage and risk management issues
Process policy changes, renewals, and cancellations
Handle claims and billing inquiries
Foster and maintain good working relationships with Agency Producers and insurance company underwriters
Perform annual account reviews for each assigned client and present findings and option in-person, via Teams or over the phone depending on the clients’ preference
Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages
Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to VP insurance operations
Perform any additional responsibilities as requested or assigned
Qualification
Required
Associate degree or equivalent work experience and knowledge with high-net-worth personal insurance
A minimum of five years successful servicing experience with independent agency (or equivalent) ideally in the high-net-worth personal insurance space
Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes for this specialized segment of our business
Thorough knowledge of all personal lines insurance products in the high-net worth space especially those represented through HomeServices Insurance
Excellent analytical, problem-solving, and decision-making skills
Excellent oral, written, and interpersonal communication skills
Proven automation, time management, and organizational skills
Familiarity with risk assessment and risk management techniques
Property and Casualty License
Preferred
Knowledge of the real estate, title, and/or mortgage businesses preferred
Familiarity with transactional (T-filing) and electronic (e-Filing) environments preferred
Completion of INS, ACSR, CISR and/or APO or related insurance designations preferred
Benefits
Full suite of benefits including Medical
Health Savings Account
Dental
Vision
Life Insurance
Paid Vacation (PTO)
401(k) with employer match
Flexible Spending Account
Employee Assistance Program (EAP)
Company
Intero Real Estate Services
Intero sells more homes than any other company in our market. That means more experience behind every sale, including yours.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Derek Overbey
Vice President Marketing
Recent News
2025-06-25
HousingWire.com
2025-05-08
Company data provided by crunchbase