Commercial Lines Account Manager

Commercial Lines Account Manager

Keene, New Hampshire / Brattleboro, Vermont / Hadley, Massachusetts / New Hampshire and Vermont / Massachusetts

Commercial Insurance Commercial Lines Team

Full-Time (FTE) / Hybrid

Are you a highly motivated, detail-oriented professional with a passion for Commercial Insurance? We're looking for an 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.

The Account Manager works independently and 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 ensuring client profitability.

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.

Job Responsibilities

• Serve as the primary contact and trusted advisor for clients, responding to all client inquiries in a timely manner
• Foster productive and positive relationships with carrier partners through professional communication and open collaboration
• Qualify prospects utilizing department guidelines
• Process policy endorsements, first notice of claims & audits in a timely manner
• Coordinate policy renewals, including gathering necessary information, negotiating terms with insurers, and securing competitive rates
• Review existing policies to identify gaps in coverage and make recommendations as necessary
• Identify opportunities for upselling or cross-selling additional lines of business as well as the services of other divisions of The Richards Group
• Maintain accurate client records and documentation in AMS not only to prevent E&O but also to ensure service can easily be provided in your absence
• Comply with all agency, carrier and state guidelines, processes and procedures, always conducting business with the highest degree of integrity
• Stay informed about industry trends, regulatory changes, and emerging risks that may impact clients' insurance needs and engage in continuing education and carrier partner meetings

What You'll Need To Succeed - Qualifications

$45,000 - $60,000 a year Starting at $45k, depending on experience, plus a $1,000 signing bonus. The salary range reflected is a good faith estimate of base pay for the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate.

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.

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.