Personal Insurance Customer Service Representative
Unison Risk Advisors
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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
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