Personal Insurance Account Advisor

What You’ll Do:

Prospect & Client Engagement

• 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

Operational Excellence

• 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

Qualifications:

• Minimum 2 years insurance experience


• NJ Property & Casualty Producer License (must obtain within 30 days of hire)


• Valid driver’s license and auto liability insurance meeting HIG standards


• Must be able to commute to Marlton or 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

Why This Role?

• Direct impact on client satisfaction and agency growth


• Autonomy to make meaningful decisions


• Exposure to diverse insurance products and carrier relationships


• Collaborative, professional environment with opportunities to grow

If you’re detail-oriented, client-focused, and ready to take ownership of your work, we’d love to hear from you.

Target Salary: $45K base - plus commission