| Our Staff |
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Heritage Insurance Group, Inc. is a firm of proven professionals, caring and conscientious people; the kind of people you can depend on. l Our primary objectives are:
- To be honest and fair in all our dealings
- To be interested in people and their problems
- To treat the client's needs as if they were our own
We are committed to a higher standard of excellence in all that we do, and to establish a firm relationship of mutual trust and service with each of our clients.
At Heritage Insurance Group, we work as a team! We have monthly meetings to facilitate communication between the staff. We discuss underwriting changes, new products, and other topics relevant to the agency. By working together, we provide excellent customer service which is our Number 1 goal. Our customers are very important to us. |
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| Our expertise is based on a well-trained, experienced, professional staff and a serious, conscientious attitude toward our clients. We have several licensed agents who attend continuing education classes to better serve you! |
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| Kimberly A. Roth, LUTCF - President | Contact |
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| Kim founded Heritage Insurance Group in 1986. She serves as a member of Travelers Pennsylvania Agents Council and has been an Elite Agency with the company since 1998. Also, she is a member of The National Association of Insurance and Financial Advisors Lehigh Valley, serving as a member of the community service team. |
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| Lorie Grauvogel, Assistant Manager | Contact |
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Lorie has been a licensed insurance agent since 1997. |
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| Heidi Trach, Customer Service Agent | Contact |
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| Beth O'Reilly, Administrative Assistant | Contact |
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