Heritage Federal Credit Union
The Account Manager at Hanscom Federal Credit Union & Fleetwood Insurance Group serves as a primary insurance advisor, managing assigned accounts and providing exceptional service to members. This role involves analyzing client risks, evaluating coverage options, and recommending tailored insurance solutions to meet individual needs. The position requires strong organizational skills, independent judgment, and the ability to build trusted relationships with clients and carriers.
Heritage Federal Credit Union is a member-owned financial institution based in Newburgh, Indiana, offering personal and business banking services including checking and savings accounts, auto loans, home loans, credit cards, and certificates. They also provide business banking solutions such as SBA loans, business checking, and ag lending, as well as investment services through Heritage Investments. Insured by the NCUA, Heritage Federal Credit Union is committed to financial education and community partnership, including support for over 130 non-profit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Federal Credit Union.
12% below the average for this role
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