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Senior Account Manager - Personal Insurance

The Richards Group - Financial, Insurance & HR Solutions
Middlebury, VT Full Time
POSTED ON 12/23/2024 CLOSED ON 1/23/2025

What are the responsibilities and job description for the Senior Account Manager - Personal Insurance position at The Richards Group - Financial, Insurance & HR Solutions?

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.

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.

The salary range for this position is $55,000 - $65,000 depending on experience but comes with unlimited commission potential as well as a $1000 signing bonus. Commissions paid on any new policies written for new or existing customers.

Salary : $55,000 - $65,000

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