Personal Insurance Assistant

What We have to Offer

We’re looking for an enthusiastic and dedicated Personal Lines Assistant to join our team in Manchester, Vermont! This is a full-time, in-office position with a Monday-Friday schedule from 8:00 AM to 4:30 PM. In this role, you'll support a team of Account Managers across VT & NH by processing policy updates, handling customer requests, and ensuring seamless daily operations across multiple branch offices.

What you Bring

As a key member of the team you will provide vital support to a team of Account Managers. Your responsibilities will include processing endorsements, cancellations and reinstatements, issuing binders and ID cards upon request, and processing payments over the phone. You will manage daily downloads for assigned Personal Lines policies, develop strong relationships with clients and insurance company personnel, and ensure compliance with all systems, procedures, and regulations.

You’ll work independently with limited oversight while collaborating with your team to meet production goals. A focus on continuous improvement is key, as you'll give and receive feedback to enhance processes.

About Us 

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 nine 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.

Click here to learn more about the Richards Group!  

What You’ll Need to Succeed:

• Comprehensive knowledge of Personal Lines products and services is preferred, but not required.
• High School diploma or equivalent.
• Ability to navigate websites with ease and internet-savvy.
• Professional appearance and demeanor.
• A passion for delivering top-tier customer service.
• Excellent phone etiquette with a pleasant, courteous manner.
• Strong written and verbal communication skills.
• Collaborative spirit, able to work effectively with managers, staff, and clients.
• Sharp time management and organizational skills.
• A keen attention to detail and accuracy.
• Enthusiasm for learning and embracing new technologies.
• Proficiency with Microsoft Office, especially Outlook, Excel, and Word.
• A positive, team-oriented attitude.

Perks of Working at TRG

• 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. 

Additional Information 

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. 

Join our award-winning team and help us continue to make a difference!