Account Advisor - Personal Insurance
Are you passionate about helping people protect what matters most?
We're looking for a driven and customer-focused Account Advisor (Personal Lines) to join our growing team in Marlton/Vineland, NJ.
In this role, you'll work with qualified prospects, craft tailored insurance solutions, and build lasting client relationships—all while exercising independent judgment that directly impacts our business success.
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.
Send resumes to: Shara D. Richardson at:
Quick Links in vineland at Unknown Company
This position is listed as full time and onsite.