Insurance - PL (High Net-Worth) Account Manager
The Heritage Group•Latham, NY
525d
About The Position
Are you ready to join our team as a dedicated individual who excels in delivering exceptional customer support to our high-net-worth policyholders? We are looking for someone to guide clients on insurance coverage, address billing concerns, handle policy changes, and provide recommendations for policy enhancements. If you have prior experience dealing with VIP clients with their P&C Personal Lines insurance and possess a warm, customer-centric approach, we encourage you to submit your application today!
Requirements
- 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
Nice To Haves
- Insurance Designation a plus
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
Benefits
- Continuing education (Company Paid) for industry designations
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
