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.