Personal Lines Insurance Professional (Account Manager / Team Lead)
External
Imafinancialgroup · Brattleboro, VT$45K–$75K/yrFull-timeOn-site1mo ago
DocumentationProcess Improvement
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Responsibilities
- Manage a portfolio of personal lines clients, providing day-to-day service and proactive account support
- Serve as a trusted advisor on coverage, renewals, and policy changes
- Handle client and carrier inquiries, endorsements, policy issuance, and documentation
- Support claims advocacy and guide clients through the claims process
- Maintain accurate and up-to-date account information in the agency management system
- Partner with producers and internal teams to ensure a seamless client experience
- For more experienced candidates / Team Lead level:
- Provide guidance, mentorship, and day-to-day support to team members
- Assist with workflow management and process improvement
- Serve as a subject matter resource for complex accounts and escalations
Requirements
- Required: Active Property & Casualty (P&C) insurance license
- Required: Within commuting distance to one of our offices in NH or VT
- Demonstrated experience in personal lines account management or client service
- Strong knowledge of personal lines coverages (home, auto, umbrella, etc.)
- Excellent communication and relationship-building skills
- Ability to manage multiple priorities with strong attention to detail
- Comfort working independently and collaboratively in a fast-paced environment
Benefits
Compensation will be aligned to experience and level (Account Manager through Team Lead).Salary Range$45,000 - $75,000 USDCompensation & Benefits*These benefits do not apply to internship roles.Why Join IMA?We've built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a teamWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.We are recognized nationally as a leader in our industry2020-2023 Business Insurance Magazine Best Places to Work in Insurance2023 Inc. Magazine's Best Workplaces2023 Denver Business Journal's Best Places to Work2022-2023 Connecticut Top Work Places2021-2023 Inc. 5000's List of Fastest Growing Companies2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2022-2023 Kansas City Business Journal's Best Places to Work2021-2023 Charlotte Business Journal's Best Places to Work2021-2023 Los Angeles Business Journal's Best Places to Work2021-2023 The Salt Lake City Tribune Top Work Places2021-2022 Puget Sound Business Journal's Washington's Best Workplaces2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in AlaskaThis Job Description is not a complete statement of all duties and responsibilities comprising this position.The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, TheHealth insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsPerformance bonus
Additional Information
The Richards Group, an IMA Company is looking for an experienced Personal Lines insurance professional to join our team in Vermont or New Hampshire. This role can be shaped at the Account Manager or Team Lead level, depending on experience. This is a great opportunity for someone who enjoys building strong client relationships, delivering thoughtful coverage guidance, and contributing to a collaborative, high-performing team.
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