Commercial Insurance Account Executive - Small Business Unit

We are seeking a highly motivated, sales minded Account Executive for our Small Business Unit. 

Responsible for retention and service of an assigned book of Small Business Commercial 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 in a timely manner.

This role directly contributes to key business outcomes including client retention and client satisfaction. 



  • Manage the day-to-day needs of an assigned book of small business accounts, including policy changes, invoicing and coverage review. 
  • Maintain appropriate coverage for small business 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.


Required skills and qualifications:

  • Minimum 3 years’ commercial insurance experience

  • Property & Casualty license required (or willingness to obtain)

  • Possession of, or in pursuit of, professional insurance designations a plus
  • Demonstrated knowledge of commercial 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 culture of teamwork and cooperation
  • Creativity valued as a key attribute
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
  • Experience in working with AMS360 a plus


Associate’s Degree (Preferred)

We offer exciting and rewarding opportunities for experienced professionals and solid training for motivated individuals providing a pathway to career development and success.

IMA offers a competitive salary & benefit package.  Qualified candidates are encouraged to email their resume to 

We are a well established insurance agency in the heart of Worcester. We are an Equal Employment Opportunity Employer.