If you are an efficient, organized, detailed-oriented business professional looking for a lifelong career filled with advancement opportunities, we may have the job for you. Our renowned company is seeking a motivated insurance policy checker & processor with a balanced skillset that can perform job duties that are part customer service representative and part recordkeeper. The ideal insurance policy checker & processing clerk is excellent at data entry to maintain accurate policy records and understands the basic process of the insurance application, reinstatement, and cancellation of insurance policies. Apply today to put your administrative assistance and communication skills to work!

Benefits:

• Group Health Insurance & Life Insurance paid 100%
• 401K with a 4% match on date o hire
• Year-End Bonus
• Work from home option
• Group Dental, Vision Insurance offered
• Generous Vacation, Personal & Sick days
• Growth Opportunities to earn more responsibilities and pay
• Professional Environment
• Employer Paid Education for Industry Designations

$40,000 - $50,000 yearly

• Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies
• Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
• Calculate and issue policyholders’ premiums, refunds, and adjustments, as needed
• Complete recordkeeping and data entry to maintain accurate client information
• Correspond with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the Carriers
• Update Agency Management System
• Calculate Premium increases at renewal

• High school diploma required; Associate’s degree in business administration or related field preferred
• Experience using data entry, recordkeeping, or insurance policy computer systems or programs is beneficial
• Knowledge of insurance policies, carriers, and processing is considered a plus
• Strong analytical, interpersonal, and communication skills are required; customer service representative experience is a plus
• Experience using Microsoft Office, CRM systems, financial planning software, Google Suite, and other related account status computer systems needed
• New York State P&C License a plus
• CRM software experience is favorable

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 75 years of combined experience in designing and implementing innovative, comprehensive insurance solutions. We continually monitor each client’s insurance portfolio, review and re-assess their changing insurance needs.