Account Manager or Senior Account Manager - Personal Insurance

Recognized consecutively for the past nine years as one of the Best Places to Work in Vermont, The Richards Group is currently seeking an Account Manager or a Senior Account Manager to join our Personal Lines team in the Manchester Center, VT office. We are looking for a highly motivated individual who has strong interpersonal skills and a desire to cultivate positive relationships and provide exceptional service. 

The Account Manager works independently and or collaboratively to manage overall client service and administration throughout the issuance and renewal cycle. This position is a client facing role utilizing professional skills in Personal Property and Casualty insurance to maintain and enhance client relationships while also insuring agency profitability.

The Senior Account Manager is performing at a higher level in regard to customer service and retention. They play a critical role in aiding the department is achieving their goals and objectives.

• Receive, document and process all customer requests for service and submit information to insurance companies in a timely manner
• Ensure policy accuracy and timely completion of endorsement and audit requests 
• Identify and deliver coverage recommendations for clients in an ongoing fashion
• Summarization of current program and expiring exposures
• Responsible for all documentation and maintenance of client records within our Agency Management System
• Manage work flow effectively to maintain current status on all activities 
• Establish and maintain positive relationships with clients, carriers & TRG team members

• Performs all duties of the Personal Lines Account Manager
• Ability to analyze complex customer needs with resulting recommendations that are consistent with direction to maintain or enhance client relationships while also ensuring agency profitability 
• In addition to service duties, the Sr. Account Manager seeks opportunities and engages in specific departmental initiatives 
• Demonstrates emerging leadership skills within servicing function to include delegation, collaborating, training & mentoring 
• Must have active P&C license and 5 years related experience

• High School diploma or equivalent.
• Active Property & Casualty license
• Achieved or actively pursuing professional designations (CIC, CPSU, ACSR, AAI) 
• Excellent oral and written communication skills.
• Must possess basic math and organizational skills.
• Must have basic keyboarding skills.
• Attention to detail.

• Persuasive with strong networking and negotiation skills
• Conflict resolution skills 
• Ability to prioritize and multitask effectively
• Ability to thrive in a fast-paced work environment
• Self-motivated and holds themselves to a high standard  

The Richards Group strives to help all of our employees achieve their professional goals through an inclusive environment that values everyone's contributions, appreciates the diversity of thought, fosters growth, and provides continuous opportunities for development.  We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business.

The Richards Group

Please note that The Richards Group participates in E-Verify should you be selected for a role with our company we will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. To learn more about E-Verify please visit E-verify.gov.