Personal Lines Account Executive

Our personal lines department is looking for a highly motivated account executive.  Apply your expertise and experience to service and grow a book of business.

 

Provide timely, accurate guidance and service to our personal lines clients, focusing on client satisfaction.

 

Responsibilities:

  • Retention & growth of an assigned book of personal lines accounts

  • Review & analyze coverage to match client needs

  • Develop and maintain client relationships to ensure all service needs are met

  • Identify opportunities to account round, cross sell and up-sell

  • Develop and maintain positive relationships with insurance company representatives

  • Provide clear verbal and written communication to clients, assisting them in understanding their options and making informed decisions

 

Required skills and qualifications:

  • Broad knowledge and understanding of personal  lines coverage and markets

  • Excellent communication skills both written & oral

  • Well organized, detail oriented and ability to work in and contribute to culture of teamwork and cooperation in a team environment

  • Must be able to work independently and prioritize workflow to completion of tasks

  • Possess analytical, problem solving and conflict resolution skills

  • Creativity valued as a key attribute

  • Proficient in Sagitta and Microsoft Office products (Word, Excel, PowerPoint and Outlook)

  • Property & Casualty license required

  • Professional Insurance designations a plus

 

Experience:

  • Personal Insurance: 2 years

 

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


We are a well established insurance agency with offices in Worcester and Burlington. We are an Equal Employment Opportunity Employer.

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