Insurance- P&C Personal Lines Account Manager - Latham New York

Company: The Heritage Group
Location: Latham, New York
Posted On: 04/25/2024

Our company is seeking an enthusiastic individual to provide exceptional customer service to our policyholders. You'll be responsible for advising our clients on coverage, helping resolve billing issues, changing policies, and making policy recommendations. If you have previous P&C Personal Lines insurance experience in a customer service role and have a friendly, client-first attitude, please apply today!

Responsibilities:
--- Handling all inquiries from clients promptly and professionally
--- Process all endorsements
--- Refer all client claim inquiries immediately to the insurance carrier
--- Assist clients with billing issues
--- Update client/prospect information in the agency management system
--- Continuing education (Company Paid) for industry designations

Qualifications:
--- 3+ years' experience as a Personal Customer Service Representative in a NY State Independent Agency environment
--- NYS P&C License required
--- Live within 30 miles of Latham NY (In-Office Position)
--- Insurance Designation a plus
--- Ability to work in a fast-paced, team-oriented office environment.

About Company:
The Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals since 1993. Our approach is highly consultative, leveraging over 100 years of combined experience in designing and implementing innovative, comprehensive insurance solutions. We continually monitor each client's insurance portfolio, review and reassess their changing insurance needs.



Benefits

401(k) employer matching 4%Health Insurance, employer paid 100%Life insurance, employer paid 100%Dental and vision insurance offered.Generous vacation, sick, personal paid time off More...

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