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Customer Service Representative Trainee

The Heritage Group
locationNiskayuna, NY, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

We're looking for an Insurance Customer Service Representative Trainee to help our busy team! Applicants should have excellent organizational skills and come to work every day with a can-do, problem-solving attitude. Does this sound like a job you’ll love? If so, apply today!

Compensation:

$40,000 - $50,000 yearly

Responsibilities:

  • Complete administrative tasks, such as DocuSign, auto ID cards, Certificates of insurance, and other clerical duties requested by team members and management.
  • Input current customer information into the database regularly, so it is readily available
  • Adjust to the needs of the company and help other insurance team members when necessary

Qualifications:

  • Solid computer skills, including basic word-processing and Microsoft Excel
  • High school diploma or GED required, Associate’s Degree in business administration or related field preferred
  • Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal


About Company

The Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals since 1993. Our approach is highly consultative, leveraging over 100 plus years of combined experience in designing and implementing innovative, comprehensive insurance solutions.

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
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