Personal Insurance Customer Service Representative

Unison Risk Advisors

Marlton, NJOn-siteFull time
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Pay
$45K to $50K
a year
Location
Marlton, NJ
Work style
On-site
Job type
Full time
Posted
Oct 10
10 days ago
Career path

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About the company

Unison Risk Advisors

Insurance · 501 to 1,000 employees

Unison Risk Advisors on LinkedIn

What you'll do

  • Support clients with policy requests, documentation, payments, and urgent service needs.
  • Maintain accurate client records, use carrier systems to process requests, follow agency procedures, and support department operations.

What you need

  • Requires 0-3 years of insurance experience and an active New Jersey Property & Casualty Producer License.
  • Requires Microsoft Office proficiency, communication, organizational, customer service, problem-solving, and multitasking skills; Spanish is preferred.

Key skills

Microsoft Officeinsurance carrier websitesanalyze informationsolve problemsmanage multiple prioritiesSpanish

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Perks

  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Retirement Plan
  • Paid Time Off
  • Professional Development Opportunities

See full description on company page, apply now

Read the full posting here
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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