Insurance - Commercial Lines Rater
Listed on 2025-12-02
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Insurance
Insurance Sales, Insurance Agent, Property Insurance, Life Insurance -
Sales
Insurance Sales
Join our team in Latham, NY, US as a Commercial Lines Rater within our Commercial Insurance division. Looking for a dedicated professional with experience in risk assessment for small businesses. Responsibilities include generating quotes for small business risks using various carrier platforms, for both new clients and policy renewals. If you meet the qualifications and are excited about this opportunity, we welcome you to apply for this role.
Responsibilities
- Responding promptly and professionally to all client inquiries
- Maintaining and updating client and prospect information in the agency management system
- Creating proposals for small business risk evaluations
- Participating in company-paid continuing education for industry designations
- 2+ years experience in commercial lines insurance
- NYS P&C License required
- Live within 30 miles of Latham NY
- Ability to work in a fast-paced, team-oriented office environment
$75,000 - $100,000 yearly
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.
- 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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