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Customer Service Representative Assistant

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

Job Description:

Are you an enthusiastic individual looking to provide clerical support for insurance professionals? If you have office clerical experience and a detail-oriented, do-it-now attitude, we want you! Join us as a Customer Service Representative Assistant in Latham, NY, US today!

--- Handling all clerical tasks from management, account managers and sales reps promptly and professionally
--- Assist with processing renewals
--- DocuSign processing
--- Process payment
--- Make auto ID cards
--- Make binders

--- 3+ years Clerical experience
--- Customer/client database software knowledge helpful
--- Ability to work in a fast-paced, team-oriented office environment
--- High School/ GED required

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 , Customer Service Representative Assistant, Sales , Latham, New York

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