The Heritage Group ยท 1 month ago
Insurance - Pl (High Net-Worth) Account Manager
Latham, NY
Full-time
Onsite
Mid Level
$80K/yr - $95K/yr
3+ years expThe Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals since 1993. They are looking for a dedicated Account Manager to guide high-net-worth clients on insurance coverage, address billing concerns, and handle policy changes.
ConstructionEnergyInfrastructureRecyclingVenture Capital
Responsibilities
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
Qualification
Required
3+ years' experience as a Personal Customer Service Representative in a NY State Independent Agency environment
NYS P&C License required
Live within 30 miles of Latham NY
Ability to work in a fast-paced, team-oriented office environment
Preferred
Insurance Designation a plus
Benefits
401(k) employer matching 4%
Health Insurance, employer paid 100%
Life insurance, employer paid 100%
Dental and vision insurance are offered
Generous vacation, sick, personal paid time off
Company
The Heritage Group
The Heritage Group specializes in energy, refining, chemicals, construction, environmental, and recycling sectors seeking opportunities.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Peterson
Senior Vice President - Strategy + M&A
Jeremy Forest
VP, Strategy + M&A
Recent News
globalventuring.com
2025-11-12
Inside INdiana Business
2025-04-26
Company data provided by crunchbase