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 Account Manager or Senior Account Manager oversees client service in Commercial Lines, maintaining relationships and ensuring client profitability. Responsibilities include processing service requests, managing billing, and analyzing insurance needs. The Senior level requires more complex case management and leadership within the team.