Insurance Policy Processor
The Heritage Group
Latham, NY US
Posted ago
The Heritage Group

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 processor with a balanced skill set that can perform job duties that are part customer service representative and part recordkeeper. The ideal insurance policy 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 assistant and communication skills to work!


  • 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 optimal level of customer service


  • High school diploma required; bachelor’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 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

$32,000 - $39,000 yearly
About The Heritage Group

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 our client’s insurance portfolio, review and re-assess their changing insurance needs.

Through two generations of Terpening family management, clients have relied upon The Heritage Group to deliver thoughtful insurance solutions and services of the highest caliber. Our clients benefit from direct access to knowledgeable dedicated professionals, as well as the active involvement of the firm’s founders.

Whether you are a business seeking advice about your employee benefit plans, commercial insurance, or an individual in need of consultation on your personal insurance, we are here to offer our services.

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