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About The Richards Group - Financial, Insurance & HR Solutions
The Richards Group is a full-service insurance, financial services, and HR Solutions firm that provides comprehensive Risk Management Programs, HR Consulting, Leadership Development, Employee Benefits, and Investment Management services to individuals, families, and businesses.
Headquartered in Brattleboro, VT, with 11 additional branches, The Richards Group services all of New England.
Please note: Candidates must be within commuting distance to either our Wilmington VT, Bennington VT, Manchester, VT, Middlebury, VT, Springfield, VT, Brattleboro VT or Keene NH, locations.
Recognized consecutively for the past nine years as one of the Best Places to Work in Vermont, The Richards Group is currently seeking a Senior Account Manager to join our Personal Lines team. We are looking for a highly motivated individual who has strong interpersonal skills and a desire to cultivate positive relationships and provide exceptional service.
Job Tasks
Proactively develop long-term relationships with clients, carriers, and the organization and provide superior service to new and existing clients
Solicit cross-sale opportunities with existing clients looking for additional revenue on the book of business in the form of increased coverage, account rounding, adding policy features, and generating referrals for new business
Rating/quoting on company systems
Remarket existing policies as necessary due to non-renewals, or to obtain more competitive pricing and/or coverage for client
Apply knowledge of products and services to best meet client needs
Endorsement processing, taking the first report of claims
Maintain accurate up to date client information and files, ensuring clear and complete documentation
Qualifications and Job Requirements
5 years prior industry experience required
An active Property & Casualty License required
Must have Integrity; A positive attitude; Highly professional; Reliable; Focused; Detailed; Efficient; Must be a Team player and highly self-motivated
Ability to provide a high level of customer service
Very strong attention to detail and accuracy of information
Very strong verbal and written communication skills
Effective time management and organization skills
Computer skills that are highly accurate and efficient
Experience using AMS 360 or similar software program
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.
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.
Required profile
Experience
Level of experience:Senior (5-10 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.