4 Insurance account representative Jobs in Latham, NY
The Heritage Group is Hiring an Insurance account representative Near Latham, NY
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! Compensation :
$65,000 - $80,000 yearly
Responsibilities :
- 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
Qualifications :
- 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
- 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.
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
Last updated : 2024-05-12
Job Summary
Full Time
Wholesale
$38k-47k (estimate)
05/11/2024
06/21/2024
heritagecooperative.com
URBANA, OH
200 - 500
1919
DEAN TERRILL
$200M - $500M
Wholesale
Related Companies
About The Heritage Group
Heritage Cooperative is a farmer-owned cooperative that traces its history back to 1919. Heritage Cooperative is focused on; Working Together. Winning Together. with customers, members, employees, and other stakeholders. Operating under four product and service departments; the cooperative and its over 600 dedicated employees, serve customers throughout Ohio, Pennsylvania, West Virginia, Kentucky, Illinois, and Oklahoma from over 60 locations. The four product departments of agronomy, feed and retail, grain merchandising, and 1ST Choice Energy Services, assist over 5,000 farmer-members and 15,...000 customers. The Heritage Cooperative brand umbrella includes 1ST Choice Energy Services, Shur Grow, Crop Advantage, Heritage Country Store, MAXGuard, and Heritage Show Supply.
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The following is the career advancement route for Insurance account representative positions, which can be used as a reference in future career path planning. As an Insurance account representative, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance account representative. You can explore the career advancement for an Insurance account representative below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Account Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Account Representative job description and responsibilities
Insurance account representatives may also take calls, field questions, and ensure any and all concerns a client might have are addressed by the sales teams
03/04/2022: Benton Harbor, MI
Insurance account representatives must build relationships with clients to maintain their account and continue to sell renewals or additional products or services.
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To proactively work with the team and relentlessly support the Account Executives.
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To communicate as efficiently as possible to the client and ensures that they have a satisfactory experience with their insurance company.
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May also deal with delinquent accounts, and able to handle settlement situations.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Account Representative jobs
Because account representatives are considered an entry-level position, recent college graduates have the best chances of obtaining the position.
12/17/2021: Greenville, MS
Insurance Account Representatives typically develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
02/26/2022: Parkersburg, WV
Always Be Available as a Mentor to others.
01/27/2022: Saint Petersburg, FL
To be a successful Insurance Account Representative, you must keep away from debates and arguments.
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Gain a connection to the be a successful Insurance Account Representative.
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Step 3: View the best colleges and universities for Insurance Account Representative.
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