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Personal Insurance Account Manager

Job Description - Personal Insurance Account Manager


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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