Insurance Account Manager
Company: The Heritage Group
Location: Latham
Posted on: May 6, 2024
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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!
Responsibilities:
--- 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
--- Facilitate communication with clients and claims adjusters to
process all documentation reporting a claim on a current policy
--- Record any policy updates or changes on customer accounts by
tracking them in our book of business and communicating with
clients to explain any updates to their coverage
--- Assist with the renewal process and any policy updates by
providing competitive quotes
--- Give clear answers to clients on any coverage or billing
questions including information on rate fluctuations or policy
changes to ensure full understanding
Qualifications:
--- Applicants must have an active insurance license in their state
or be willing to get licensed in 90 days
--- Candidates should have basic computer skills and be proficient
with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
--- Associates or Bachelor's degree required, or commensurate
insurance industry experience
--- 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
--- Candidates should be very strong communicators and problem
solvers, and have great follow-up skills
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, Utica , Insurance Account Manager, Executive , Latham, New York
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