Client Account Manager & Sales Support Associate - (Woodbury, NY)

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. Responsibilities : Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with existing clients.