Search the 4 jobs at The Richards Group

The Account Manager is responsible for managing client service and administration throughout the issuance and renewal cycle in the Commercial Lines department. This includes maintaining client relationships, ensuring policy accuracy, overseeing billing, and coordinating communications with clients and carriers. The Senior Account Manager performs similar duties but with a more complex book of business, requiring advanced skills in analysis, decision-making, and mentorship.

The Senior Account Manager will cultivate long-term relationships with clients and carriers, provide exceptional service, solicit cross-sale opportunities, manage policy ratings and endorsements, and maintain client information meticulously.

The Personal Insurance Assistant will support Account Managers by processing policy updates, handling customer requests, and providing operational support. Responsibilities include processing endorsements, cancellations, issuing ID cards, managing policy downloads, and ensuring compliance with regulations while fostering client relationships and improving processes.

The Senior Training and Development Specialist will lead the training and coaching program for new hires and service team members, manage multiple training initiatives, and assess training effectiveness through metrics analysis, while enhancing team potential and client service quality.