Customer Service Representative Assistant

The Heritage Group
Latham, NY

:

Customer Service Representative Assistant

Our company is seeking an enthusiastic individual to provide clerical support for our insurance professionals. If you have office clerical experience and who is detailed oriented with a do-it-now attitude, please apply today!

Location

Latham, New York

Responsibilities

· Handling all clerical tasks from management, account managers.

· DocuSign processing

· Process payments.

· Make auto ID cards.

· Make binders.

Qualifications

· 3+ years Clerical experience

· Customer/client database software knowledge helpful

· Ability to work in a fast-paced, team-oriented office environment.

· High School/ GED required.

Compensation

$40,000 - $50,000

Benefits

  • 401(k) employer matching 4%
  • Health Insurance, employer paid 100%
  • Life insurance, employer paid 100%
  • Dental and vision insurance offered.
  • Generous vacation, sick, personal paid time off

About The Heritage Group

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 years of combined experience in designing and implementing innovative, comprehensive insurance solutions. We continually monitor each client's insurance portfolio, review and reassess their changing insurance needs.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience level:

  • 3 years

Shift:

  • Day shift

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Ability to Relocate:

  • Latham, NY 12110: Relocate before starting work (Required)

Work Location: In person

Posted 2026-05-15

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