Personal Lines Account Manager

10 hours, 18 minutes ago
Full-time
Mid Level
Customer and Technical Support
IMA Financial Group

IMA Financial Group

IMA Financial Group is an integrated financial services provider that specializes in asset protection for a diverse client base, while also focusing on making a positive impact in the communities it serves.

Insurance
1K-5K
Founded 1974

Description

  • Manage Personal Lines client accounts and provide responsive customer service.
  • Build and maintain strong relationships with clients and team members.
  • Communicate with clients and partners through clear written and verbal correspondence.
  • Maintain accurate records and complete efficient data entry in agency systems.
  • Organize and prioritize account activities, documentation, and deadlines.
  • Collaborate with colleagues during training, team-building, and strategic meetings.

Requirements

  • Prior insurance industry experience or exposure.
  • Active Property & Casualty license.
  • Strong interpersonal, written, and verbal communication skills.
  • High integrity, professionalism, reliability, and self-motivation.
  • Exceptional attention to detail and accuracy.
  • Strong organizational and time-management abilities.
  • Customer-service-oriented approach.
  • Proficiency with computer systems and accurate data entry.
  • Experience with AMS 360 or a similar agency management system preferred, but not required.
  • Must live within reasonable commuting distance of a Vermont or New Hampshire location.

Benefits

  • Salary range of $58,000–$68,000.
  • Annual performance bonus and stock purchase opportunities.
  • Medical, prescription, dental, vision, FSA, and HSA plans.
  • 401(k), life insurance, disability coverage, and supplemental insurance options.
  • Paid time off, paid holidays, and sabbatical leave.
  • Flexible work options, including remote work flexibility.
  • Well-being stipend, family assistance, and professional development opportunities.
  • Employee ownership opportunities through IMA’s platform.

Interested in this position?

Apply directly on the company website

Apply Now

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