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  • - Heritage Strategies, LLC
  • Woodbury, NY, USA
  • Full Time

Heritage Strategies, LLC



Client Account Manager & Sales Support Associate

About Heritage: Heritage Benefit Solutions, LLC is a boutique benefits brokerage that provides benefits, HR and employer services. Heritage Benefit Solutions, LLC is a subsidiary of Heritage Strategies, LLC which is a full-service multi-family office that provides services for the ultra- high net worth focusing on estate planning and insurance work.  We enable small and medium sized businesses to access proprietary products and plan designs that enhance employee benefits while lowering health costs. Our employees work with some of the most respected businesses and families in the world.

The Role: As part of our team, you will wear many hats including, but not limited to, client retention, client support, and account management.


  • Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with existing clients.
  • Develops a mutually rewarding working relationship with various client contacts to ensure case retention.
  • Follows through on outstanding issues to the point of resolution (e.g., claims and administration issues).
  • Offers creative product and service solutions to address client's evolving needs.
  • Continually monitors client's product lines and services to ensure client's needs are being met.
  • Executes tactical components of the account team's business plan according.
  • Maintains a good understanding of the Company's products and processes.
  • Collaborates with account team members and functional support areas on more complex product or service issues to appropriately address client's needs.
  • Listens to clients needs, resolves conflicts, solves problems and provides feedback to Company management. 
  • Collaborates cross functionally to identify, implement and monitor the customer's service efficiencies, including performance guarantees.
  • Develops increasing knowledge of insurance industry markets, products, and the legal environment to provide value-added service to clients.
  • Engaging in client and prospect communications, will vary by experience.

Required Qualifications:

  • Associates degree preferred
  • A minimum of two (2) years' experience in a related insurance/ employee benefit medical role.
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing, underwriting or sales role.
  • Life's & Health Agent's License is required.
  • Strong knowledge of Microsoft Office, specifically Word, Excel and Outlook; proficient in Internet Explorer.
  • Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
  • Motivated and driven to learn

Job Location: Headquarters in Woodbury, NY, possible offsite in New York, NY.

Position Time: Full-Time (Monday-Friday 9am-6pm, Flexible)

Compensation: Based on experience

This position has been closed and is no longer available.
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