Insurance Account Manager - Personal Lines
The Heritage Group • Niskayuna , NY , US
Posted 2 months ago
Description Are you ready to join our team as a dedicated individual who excels in delivering exceptional customer support to our policyholders? We are looking for someone to guide clients on insurance coverage, address billing concerns, handle policy changes, and provide recommendations for policy enhancements. If you have prior experience dealing with VIP clients with their P&C Personal Lines insurance and possess a warm, customer‑centric approach, we encourage you to submit your application 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 Niskayuna NY
Ability to work in a fast‑paced, team‑oriented office environment
Compensation $70,000 - $80,000 yearly
About The Heritage Group 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 plus years of combined experience in designing and implementing innovative, comprehensive insurance solutions.
401(k) employer matching 4%
Health Insurance, employer paid 100%
Life insurance, employer paid 100%
Dental and vision insurance are offered
Generous vacation, sick, personal paid time off
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Posted 2 months ago
Description Are you ready to join our team as a dedicated individual who excels in delivering exceptional customer support to our policyholders? We are looking for someone to guide clients on insurance coverage, address billing concerns, handle policy changes, and provide recommendations for policy enhancements. If you have prior experience dealing with VIP clients with their P&C Personal Lines insurance and possess a warm, customer‑centric approach, we encourage you to submit your application 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 Niskayuna NY
Ability to work in a fast‑paced, team‑oriented office environment
Compensation $70,000 - $80,000 yearly
About The Heritage Group 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 plus years of combined experience in designing and implementing innovative, comprehensive insurance solutions.
401(k) employer matching 4%
Health Insurance, employer paid 100%
Life insurance, employer paid 100%
Dental and vision insurance are offered
Generous vacation, sick, personal paid time off
#J-18808-Ljbffr