The Heritage Group · 14 hours ago
Insurance Account Manager - Commercial Lines Under $10K Premium
Niskayuna, NY
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $85K/yrThe Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals since 1993. They are seeking an organized and friendly account manager to play a strategic role on their team, responsible for answering client questions about coverage, policy changes, and billing deadlines.
ConstructionEnergyInfrastructureRecyclingVenture Capital
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
Qualification
Required
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
Candidates should be very strong communicators and problem solvers, and have great follow-up skills
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.)
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.
Founded in 1930
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
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