Personal Lines Account Manager

9 hours, 49 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
1001-5000
Founded 1974

Description

  • Manage Personal Lines client relationships and provide exceptional customer service.
  • Maintain accurate client and policy information through efficient data entry and agency management systems.
  • Collaborate with the team during training, team-building, and strategic meetings.
  • Organize and prioritize account-related work to ensure timely, accurate service.

Requirements

  • Prior insurance industry exposure.
  • Active Property & Casualty license.
  • Must live within reasonable traveling distance of a Vermont or New Hampshire location.
  • Strong interpersonal, verbal, and written communication skills.
  • High integrity, professionalism, reliability, and self-motivation.
  • Strong attention to detail, accuracy, organization, and time-management skills.
  • Commitment to outstanding customer service and teamwork.
  • Proficiency with computer systems and accurate data entry.
  • Experience with AMS 360 or a similar agency management system preferred.

Benefits

  • Salary range of $58,000–$68,000 USD, with eligibility for an annual performance bonus.
  • Employee stock purchase and ownership opportunities.
  • Medical, prescription, dental, vision, FSA, HSA, life, disability, and supplemental insurance coverage.
  • 401(k), pre-tax parking plan, and identity-theft protection.
  • Paid time off, paid holidays, sabbatical, and flexible work options.
  • Family Assistance Program and well-being stipend.
  • Gift matching and personal and professional development opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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