We are a rapidly expanding Independent Insurance Agency located in Latham, NY, US. Renowned for our outstanding growth and esteemed position as a leading Small Business Insurance Agency in the area, we take pride in our team of insurance professionals committed to delivering dependable and tailored service to our clients. Our core values center around trust, benevolence, and fostering genuine connections, both internally among our team members and externally with our clientele. Currently, we are in search of an individual capable of providing unparalleled service to our customers and contributing to the continual enhancement of our company's standing.

$65,000 - $75,000 yearly

• 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

• 2 years' experience as a P&C Personal Lines (CSR) in a NY State Independent Agency environment
• NYS P&C License required
• Live within 30 miles of Latham NY
• Insurance Designation a plus
• Ability to work in a fast-paced, team-oriented office environment

Since 1993, The Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals. Our approach is highly consultative, leveraging over 100 years of combined experience in designing and implementing innovative, comprehensive insurance solutions.

Benefits

• Employer-paid Group Health and Life Insurance.
• 401(k) employer matching 4%
• Dental and vision insurance are offered.
• Generous vacation, sick, personally paid time off.

About the Company:
The Heritage Group