The Richards Group
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The Senior Account Manager is responsible for developing long-term client relationships, providing superior service, soliciting cross-sale opportunities, quoting policies, and processing endorsements and claims. The role requires attention to detail, strong communication, and computer skills, along with a focus on customer service.
As a Personal Insurance Assistant, you will support Account Managers by processing policy updates, handling customer requests, and ensuring compliance across offices. Responsibilities include managing endorsements, cancellations, payments, and developing client relationships while working collaboratively with the team.
The Senior Training & Development Specialist will lead training and coaching programs for new hires and service team members, focusing on operational efficiency and compliance. This role requires creating instructional materials and analyzing training effectiveness. Flexibility to travel for in-person training is essential.
The Account Manager/Senior Account Manager at The Richards Group manages client service and administration in Commercial Lines, focusing on maintaining and enhancing client relationships. The role includes analyzing coverage needs, ensuring policy accuracy, billing management, and providing exceptional service, with responsibilities increasing for the Senior role.