Personal Insurance & Private Client Team Leader

Responsible for the day-to-day operations of the Personal Lines Department.  Provide dedicated, exceptional service to a high net worth book of personal lines business. 



  • Provide strategic direction and leadership to the Personal Lines Department
  • Be a resource for questions related to coverage and client service
  • Guide staff to work with established best practices to ensure consistency in client service
  • Motivate and train staff to provide comprehensive insurance solutions to their clients, including cross-selling, up-selling and account rounding
  • Onboard and mentor team members to become key contributors
  • Coordinate department and 1:1 meetings, fostering positive working relationships
  • Maintain and open, collaborative environment with supportive leadership
  • Build and maintain insurance company relations


  • Retain and grow a book of private client accounts
  • Build long term client relationships
  • Review & analyze coverage to match client needs
  • Service clients through renewal reviews, marketing and miscellaneous transactions
  • Identify opportunities for account rounding, cross selling and up-selling

Required skills and qualifications:

  • Commitment to IMA’s core values of being Client Focused, Solution Driven, and Doing the Right Thing
  • Demonstrated knowledge of Private Client/High Net Worth accounts
  • Excellent communication skills and a desire to help people
  • Knowledge of carrier rating systems and appetites
  • Well organized, detailed-oriented and a team player
  • Must be a champion for the success of peers and their team
  • Excellent analytical, problem solving and conflict resolution skills
  • Ability to work in and contribute to a culture of teamwork and cooperation
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
  • Experience in working with AMS360 a plus
  • Property & Casualty license required (or willingness to obtain)
  • Possession of, or in pursuit of, professional insurance designations a plus
  • Minimum 5 years’ personal insurance experience 


Bachelor’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 with offices in Worcester and Burlington. We are an Equal Employment Opportunity Employer.


Thank you for your message

We will respond to your questions shortly via the email address you provided