Personal Lines Insurance Account Executive - Insurance Marketing Agencies

We’re Hiring: Personal Lines Insurance Account Executive

Location: Worcester, MA- Hybrid 

Job Type: Full-time

Salary: $ 60K-70K/yr.

What We Offer:

• Competitive salary and commission/bonus structure.
• Comprehensive health benefits package.
• Opportunities for career advancement and professional development.
• A supportive and inclusive work environment guided by our core values.

Job Summary: We are seeking a highly motivated, customer service-minded Account Executive for our Personal Lines Department. Responsible for retention and service of an assigned book of Personal Lines accounts. Manage client relationships on a day-to-day basis, acting as a trusted resource to clients.  Ensure a smooth renewal, making sure coverage needs are met and delivered to clients promptly. This role directly contributes to key business outcomes including client retention and client satisfaction.

What You’ll do:

• Manage the day-to-day needs of an assigned book of personal lines accounts, including policy changes, invoicing, and coverage review. 
• Maintain appropriate coverage for personal lines clients; identify gaps and offer solutions.
• Provide prompt, accurate feedback to client inquiries.
• Understand clients’ operations and provide coverage advice and solutions for changing needs.
• Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date. 
• Remarketing as needed, including online rating and/or completing and submitting applications.
• Build strong, positive working relationships with clients, carriers, and members of the IMA team.
• Contribute to the Agency’s growth through account rounding, cross-selling, and upselling within the existing book of business.
• Follow established workflows and maintain accurate records.

What You’ll Need:

• Minimum 3 years’ personal insurance experience
• Property & Casualty license required.
• Possession of, or in pursuit of, professional insurance designations a plus
• Demonstrated knowledge of personal lines underwriting and coverage
• Knowledge of carrier rating systems
• Excellent communication skills, both written and oral
• Well organized, detail-oriented, and a team player
• Must be able to work independently and prioritize workflow to ensure completion of all tasks.
• Excellent analytical, problem solving and conflict resolution skills.
• Ability to work in and contribute to the culture of teamwork and cooperation.
• Creativity is valued as a key attribute.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
• Experience in working with AMS360 a plus.

About Us: IMA is one of New England’s largest independent insurance agencies. Family-owned and operated since 1924. Headquartered in Worcester, MA, the team consists of more than 50 insurance professionals focused on providing the highest level of service to our clients. A client-focused approach sets us apart.  An ability to create and deliver client-dedicated programs with a personal touch and an ease of doing business. IMA’s longevity in the marketplace and excellent carrier relationships provide us with the ability to deliver the right coverage at competitive pricing.  Our vision is to provide our clients with a national presence with a local personal touch.

The goal is to provide you with a variety of tools and resources that will deliver a tailored approach to managing risk.  We are committed to providing superior service and forging relationships that will last for many years to come.

Apply today to join the IMA team