Personal Lines Account Manager

1 week, 3 days 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 ongoing customer service.
  • Build and maintain strong relationships with clients and team members.
  • Handle accurate data entry and account information updates.
  • Coordinate work effectively with the Personal Lines team.
  • Participate in in-person training, team-building activities, and strategic meetings as needed.
  • Maintain organized and timely management of account-related tasks.

Requirements

  • Prior experience or exposure to the insurance industry.
  • Active Property & Casualty license.
  • Strong verbal and written communication skills.
  • Exceptional attention to detail and accuracy.
  • Strong organizational and time-management abilities.
  • Professionalism, integrity, reliability, and self-motivation.
  • Team-oriented approach and commitment to customer service.
  • 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 traveling distance of a Vermont or New Hampshire office.

Benefits

  • Salary range of $48,000–$58,000 USD.
  • Annual performance bonus and stock purchase opportunities.
  • Medical, prescription, dental, and vision coverage.
  • 401(k), FSA, HSA, life insurance, disability coverage, and other supplemental plans.
  • Paid time off, paid holidays, sabbatical, and flexible work options.
  • Well-being stipend and family assistance program.
  • Gift matching and personal 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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