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Insurance Account Representative

Company: The Heritage Group
Location: Latham
Posted on: May 11, 2024

Job Description:

Our growing firm is seeking an organized and friendly account manager to play a strategic role on our team. You'll be responsible for answering any client questions or concerns about coverage, policy changes, and billing deadlines. Our ideal candidate will be able to provide an excellent customer experience and demonstrate a basic understanding of our insurance products. If you are a strong communicator with strong attention to detail and have an interest in growing your career in the insurance industry, we'll train you up on the skills you need to succeed in this role. Can't wait to get started? Apply to join the team today!


--- Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
--- Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding
--- Consult with clients to help process quotes and issue renewals or any updates needed to current policies
--- Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
--- Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates


--- Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
--- We are looking for candidates with an Associates or Bachelor's degree but will consider those with relevant insurance industry experience, as well
--- Candidates should be very strong communicators and problem solvers, and have great follow-up skills
--- Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
--- Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)

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.


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 Account Representative, Other , Latham, New York

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