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Personal Insurance Customer Service Representative

Job Description - Personal Insurance Customer Service Representative


Are you passionate about helping people protect what matters most?


Hardenbergh Insurance Group is seeking a service-oriented and detail-focused Client Services Representative (Personal Insurance) to join our growing team.


In this role, you'll support our Personal Insurance team by providing exceptional customer service, assisting clients with policy-related requests, and ensuring critical service needs are handled accurately and efficiently. You'll play an important role in creating a positive client experience while supporting the overall success of the agency.


Location: Marlton, NJ or Vineland, NJ


What You'll Do:


Client Support & Service



  • Answer incoming calls and direct clients to the appropriate team members as part of the agency phone team

  • Process client requests for evidence of insurance and related documentation

  • Handle urgent mortgage company requests on behalf of clients

  • Process client payments received by phone

  • Assist clients with time-sensitive service requests when their Account Manager is unavailable

  • Provide prompt, professional support while delivering an outstanding customer experience


Account Administration



  • Maintain accurate client records within the Agency Management System in accordance with agency standards

  • Navigate carrier websites and online systems to process client requests and obtain information

  • Ensure compliance with agency procedures, carrier requirements, and regulatory guidelines

  • Support department operations through special projects and assignments as requested by leadership


Operational Excellence



  • Follow established departmental processes and workflows

  • Maintain a high level of accuracy, organization, and attention to detail

  • Identify and resolve issues proactively while escalating complex matters appropriately

  • Contribute to a collaborative and client-focused team environment


Qualifications:



  • 0-3 years of insurance experience required

  • Active New Jersey Property & Casualty Producer License required

  • Proficiency in Microsoft Office (Outlook, Word, Excel, and related applications)

  • Ability to navigate insurance carrier websites, systems, and databases

  • Strong written and verbal communication skills

  • Strong organizational and customer service skills

  • Ability to analyze information, solve problems, and make sound decisions

  • Ability to manage multiple priorities in a fast-paced environment

  • Bilingual (Spanish) preferred


Why This Role?



  • Great entry point into a growing insurance organization

  • Opportunity to develop insurance knowledge and client service expertise

  • Direct impact on client satisfaction and retention

  • Exposure to a wide range of personal insurance products and carrier relationships

  • Supportive team environment with opportunities for growth and advancement


Compensation & Benefits



  • Remote on Fridays


Target Salary: $45,000 - $50,000 (commensurate with experience)


Benefits



  • Medical

  • Dental

  • Vision

  • Life Insurance

  • Retirement Plan

  • Paid Time Off

  • Professional Development Opportunities


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