Insurance- P&C Personal Lines Account Manager
Company: The Heritage Group
Location: Latham
Posted on: April 20, 2024
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Job Description:
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
Keywords: The Heritage Group, Albany , Insurance- P&C Personal Lines Account Manager, Executive , Latham, New York
Click
here to apply!
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