Account Manager or Senior Account Manager - Commercial Insurance

What We Have To Offer

Are you a highly motivated, detail-oriented professional with a passion for commercial insurance? We’re looking for an Account Manager or Senior Account Manager to join our dynamic team. In this role, you'll be the trusted advisor to our commercial clients, ensuring seamless operations and providing exceptional service. You’ll work closely with clients, carriers, and internal teams to foster long-term relationships and drive business growth.

This position offers flexibility with the option to work remotely. However, we value in-person collaboration and require some onsite participation for training, team building, and strategic meetings. (QUALIFIED CANDIDATES MUST BE RESIDENTS OF VT, NH, MA, OR NY. )

What You Bring

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 Commercial Property and Casualty insurance to maintain and enhance client relationships while also insuring client profitability.

The Senior Account Manager applies their in-depth Commercial Property and Casualty Insurance knowledge and experience to manage a complex book of business. The Sr. Account Manager is performing at a higher level regarding customer service and retention. They play a critical role in aiding the department in achieving their goals and objectives. 

About Us

At The Richards Group (TRG), we believe the best business partnerships are personal. We listen closely to our clients and help them navigate complex challenges. Founded in 1867, The Richards Group is a local independent firm specializing in insurance, employee benefits, financial services, and HR consulting. Though we’ve grown significantly, our commitment to exceptional service and innovative solutions remains the cornerstone of our success.

Our 150 team members proudly serve over 20,000 clients across Vermont, New Hampshire, and Massachusetts. We’re honored to have been named one of the Best Places to Work for ten consecutive years and to have received the 2024 Governor’s Excellence in Worksite Wellness GOLD Level Award. These recognitions are a testament to our talented, driven team.

Click here to learn more about the Richards Group!  

• High School diploma or equivalent required.
• Active Property & Casualty license.
• 3-5 years of experience in commercial insurance required, with a proven track record of consistently performing at a high level.
• Exceptional independent judgment and decision-making skills to ensure sound, effective solutions.
• Demonstrated ability to prioritize and multitask effectively in a fast-paced environment.
• Excellent oral and written communication skills, with the ability to clearly and persuasively communicate with clients, carriers, and team members.
• Strong networking and negotiation skills, with a natural ability to build rapport and influence decisions.
• Skilled in conflict resolution, able to address and resolve issues swiftly and professionally.
• Possess a deep understanding of carrier appetites and the market climate, ensuring accurate carrier placement.
• Ability to independently analyze coverage needs and contracts, providing comprehensive, tailored solutions.
• Demonstrate emerging leadership skills in delegating tasks, collaborating, and mentoring within the team.
• Achieved or actively pursuing professional designations such as CIC, CPSU, ACSR, or AAI.

• High School diploma or equivalent required.
• Active Property and Casualty license.
• Maintain CE credits and pursue additional education to enhance expertise.
• Minimum of three years’ experience in a similar role for consideration.
• Excellent oral and written communication skills.
• Strong attention to detail and follow-through, with a sense of urgency.
• Ability to prioritize and multitask effectively in a fast-paced work environment.
• Strong interpersonal skills, with a desire to cultivate positive relationships and deliver exceptional service.
• Receive, document, and process all insured's service requests, coordinating with insurance carriers or brokers as needed.
• Ensure policy accuracy and attention to detail in all client accounts.
• Oversee agency billing, ensuring timely and accurate invoicing, and coordinate payment with producer partners.
• Manage certificate requests and maintain efficient processes.
• Review and manage the expiration list, ensuring follow-through on the renewal cycle.
• Identify coverage recommendations for clients, working to enhance their policies.
• Coordinate communication among client contacts, producers, and carriers, ensuring clarity and efficiency.
• Perform research and analysis related to account underwriting and service.
• Work closely with producers on the underwriting of new and renewal business.
• Prepare client proposals for both new and renewal business as required.
• Ensure thorough documentation and maintenance of client records within our Agency Management System, reducing E&O risk.
• Manage workflow effectively to maintain current status on all activities and emails.
• Establish and maintain positive relationships with clients, carriers, and TRG team members.
• Perform all other duties as assigned.

Perks of Working at TRG

Purpose and Community: We embrace a culture of giving back and maintaining strong ties to the communities we serve.

Social Connections: We love to have fun as a team! Enjoy our Cocktails and Colleagues happy hour series, Employee Appreciation Day, Red Sox games, comedy shows, concerts, holiday lunches, team retreats, virtual trivia, costume contests, and more.

Benefits and Wellbeing: TRG offers a holistic approach to benefits, compensation, and support services that invest in your social, financial, physical, and emotional well-being.

Professional and Personal Development: We’re committed to your growth, ensuring you receive the education, licenses, and experience needed to develop professionally and personally.

Additional Information

All job offers are contingent upon the successful completion of a background check.

EEO Statement: The Richards Group is committed to inclusiveness, equity, and accessibility. We encourage all qualified candidates to apply.

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.

Salary : $45,000 - $85,000