Tiffany Richards
Windham,ME
Summary
Strategic leader offering skills in coaching employees and presenting solutions. Innovative and enthusiastic managing director striving to create successes for organizations while building lasting relationships.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Managing Director - Private Client Services
Marsh Agency
Portland , ME
06.2025 - Current
- Cultivate strong carrier relationships, negotiate favorable terms, and ensure alignment with underwriting appetite and market trends
- Oversee performance standards for PCS team members
- Hire, train, and mentor new and existing colleagues, including managers and account managers
- Provide coaching and guidance to help PCS team members develop
- Streamline workflows to enhance operational efficiency
- Support strategic planning and direction and help implement short- and long-term initiatives that support growth and profitability
- Review policies to confirm processes, workflows, and underwriting guidelines were followed
- Work closely with leadership to create efficiencies that improved service delivery
- Foster a culture of innovation, accountability, and collaboration among team members
Senior Account Manager - Private Client Services
Clark Insurance, A Marsh & McLennan Agency LLC
Portland, ME
08.2014 - 06.2025
- Managed book of business to enhance client retention and drive account growth
- Prepared quotations, coverage summaries, comparisons, proposals, and recommendations to facilitate informed client decisions
- Educated clients on products and services to match coverage with asset protection needs
- Conducted account reviews to identify and address evolving client needs, reinforcing retention efforts
- Mentored new hires and audited work from new and experienced agents
- Built and maintained relationships with carrier partners
- Processed renewals, cancellations, reinstatements, and non-renewals
Account Representative/Collections
Maine Auto Credit
Westbrook, ME
02.2012 - 07.2014
- Surpassed monthly goals and expectations consistently
- Managed a $6,000,000 portion of credit portfolio
- Resolved challenges to maintain currency of difficult accounts
- Engaged with up to 60 customers daily
- Prepared budget plans to assist customers with money management
- Supported new employees through coaching and mentoring to enhance their performance and confidence
Personal Lines Insurance Sales Agent
AAA Insurance
Portland, ME
03.2006 - 02.2012
- Achieved 100% accuracy and highest policy retention for 5 consecutive years, ensuring client trust and satisfaction
- Achieved and exceeded production goals consistently
- Engaged customers through inbound and outbound phone sales, building relationships to drive policy sales
- Mentored new sales trainees
- Collaborated with team on projects and incentive programs, contributing to a cohesive sales strategy
Education
University of Southern Maine
Gorham, ME01-2000
Diploma -
Portland High School
Portland, MESkills
- Strategic vision
- Strategic planning
- Operational excellence
- Account management skills
- Customer service expertise
- Client-focused mindset
- Cross-functional leadership
- Leadership and mentoring
- Microsoft Office Suite proficiency
- Effective communication
- Interpersonal skills
- Adaptability and flexibility
Certification
- Property and Casualty Insurance License - ME
- Certified Professional Insurance Agent (CPIA)
- Associate in Insurance Services (AIS)
- Associate in Personal Insurance (API)
- Associate in General Insurance (AINS)
Timeline
Managing Director - Private Client Services
Marsh Agency
06.2025 - Current
Senior Account Manager - Private Client Services
Clark Insurance, A Marsh & McLennan Agency LLC
08.2014 - 06.2025
Account Representative/Collections
Maine Auto Credit
02.2012 - 07.2014
Personal Lines Insurance Sales Agent
AAA Insurance
03.2006 - 02.2012
University of Southern Maine
Diploma -
Portland High School