Company

The Heritage GroupSee more

addressAddressLatham, NY
type Form of workFull-Time
CategoryEducation/Training

Job description

Job Description

We are a dynamic and rapidly growing Independent Insurance Agency that is experiencing explosive growth. This growth has catapulted us into becoming one of the top Small Business Insurance Agency in the area. We are a highly responsible, relationship-driven team of insurance professionals who strive to dramatically enrich the lives of those around us through insurance. We believe in having fun, building relationships built on trust and mutual respect, and treating our team members and clients like family. We are seeking an individual who can provide a first-class experience to our clients that enhances the company brand.

Compensation:

$45,000 - $55,000 yearly

Responsibilities:

  • 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

Qualifications:

  • 1+ years of 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

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.
Refer code: 8371221. The Heritage Group - The previous day - 2024-02-25 17:51

The Heritage Group

Latham, NY
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