What We Have to Offer:

The Richards Group an IMA Company is looking for a highly motivated Account Manager to join our Personal Lines team. If you have strong interpersonal skills, a passion for building relationships, and a commitment to exceptional service, we’d love to hear from you! This position offers flexibility with the option to work remotely. Because we value in-person collaboration for training, team building, and strategic meetings, qualified candidates must live within reasonable traveling distance to one of our VT or NH locations.

What You Bring:

• Prior industry exposure
• An active Property & Casualty License
• A strong sense of integrity, professionalism, and reliability
• A team-oriented mindset and high level of self-motivation
• Exceptional attention to detail and accuracy
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• A passion for delivering outstanding customer service
• Proficiency with computer systems and efficient, accurate data entry
• Experience using AMS 360 or a similar agency management system preferred not required

The Richards Group has joined IMA’s national platform, giving our teams access to expanded resources, new career pathways, enhanced strength, and employee ownership opportunities, all while preserving the local leadership and deep community roots that define who we are.

#LI-TC1

What We Have to Offer:

What You Bring:

• Minimum of 5 years of prior experience in the insurance industry, specifically within Personal Lines
• An active Property & Casualty License
• A strong sense of integrity, professionalism, and reliability
• A team-oriented mindset paired with high self‑motivation
• Exceptional attention to detail and accuracy
• Excellent verbal and written communication skills
• Strong organizational and time‑management abilities
• A passion for delivering outstanding customer service
• Proficiency with computer systems and efficient, accurate data entry
• Experience using AMS 360 or a similar agency management system (preferred but not required)

The Richards Group has joined IMA’s national platform, giving our teams access to expanded resources, new career pathways, enhanced strength, and employee ownership opportunities, all while preserving the local leadership and deep community roots that define who we are.

#LI-TC1

What We Have to Offer: 

Join our dynamic team as the Personal Lines Team Leader/Supervisor, where you will not only take on Account Manager responsibilities but also inspire and guide a passionate group of Account Managers! You will be the go-to contact for all Personal Lines inquiries within your assigned branch location(s), making a real impact every day.

This position offers flexibility with the option to work remotely. Because we value in-person collaboration for training, team building, and strategic meetings, qualified candidates must live within reasonable traveling distance to one of our VT or NH locations.

Personal Lines Team Leadership: Collaborate closely with the Department Manager and fellow Team Leaders to set and achieve ambitious Personal Lines goals and objectives. Embrace and champion the Department vision, effectively communicating and driving results at the branch level. Create an uplifting environment that empowers the team to thrive and succeed. Take charge of day-to-day operations within your branch, ensuring everything runs smoothly.

Account Management:Bring your expertise to the table with a deep understanding of the current products and services offered by various insurance companies. You will be responsible for receiving, documenting, and processing all client service requests, ensuring that this vital information gets submitted efficiently.

What You Bring:

• At least 5 years of prior industry experience required
• An active Property & Casualty License required
• A strong sense of integrity, professionalism, and reliability
• A team-oriented mindset and high level of self-motivation
• Exceptional attention to detail and accuracy
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• A passion for delivering outstanding customer service
• Proficiency with computer systems and efficient, accurate data entry
• Experience using AMS 360 or a similar agency management system

The Richards Group has joined IMA’s national platform, giving our teams access to expanded resources, new career pathways, enhanced strength, and employee ownership opportunities, all while preserving the local leadership and deep community roots that define who we are.

#LI-TC1

IMA Select is seeking a Private Client Advisor to join our team in Wichita, KS! This role is responsible for the for daily account servicing and client advisement needs, including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, and auto ID cards. A successful applicant must possess critical thinking and problem-solving skills, ability to work independently in a fast-paced environment, manage complex accounts, analyze insurance quotes and make recommendations, and have excellent written and oral communication and interpersonal skills 

Additional responsibilities include, but are not limited to:

• Cultivate and maintain excellent communication and relationships with clients and insurance carriers 
• Interact professionally and timely with clients via email, phone, and in-person 
• Develop remarketing strategy in accordance with client servicing standards and market changes 
• Manage renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc. 
• Participate in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected and cross-selling new or adding additional lines of coverage or services on existing accounts 
• Following up on accounts receivable items in accordance with IMA Accounts Receivable Policy 
• Attend education classes in combination with individual study programs to expand technical coverage knowledge
• Support and demonstrate IMA Select’s core values 
• Value and understand the importance of diversity, equality, and inclusion among all IMA associates 

Required skills and experiences:

• Minimum 2 years of similar or related experience required
• High School Diploma required
• Math skills required, involving familiarity with ratios, percentages, discounts, and commissions 
• Strong computer proficiency including Microsoft Office products required
• Property and Casualty license is required for state of business and associates must fulfill continuing education requirement to retain license

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We are W3, an independent insurance agency founded in 1925. We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for supporting the advisors in the client service aspect of managing a personal lines book of business as assigned, and consistently provide excellent customer service and leadership to accounts, as well as represent client needs and goals within the organization to ensure quality by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Take and process premium payments from clients.
• Rate policies and be familiar with carrier underwriting guidelines (marketing, quoting, binding of personal insurance products).
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures.  Ensure that these items are delivered and/or mailed to client.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Input customer applications into the agency management system from the carrier rating applications.
• Assist Personal Insurance Advisors with all customer service responsibilities.
• Update computer for cancellations, reinstatements. Send out form letter to clients as applicable.
• Provide superior customer service to clients. 
• Report issues and follow up for resolutions with carriers and clients.
• Assist in completion of Underwriting audits as required.
• Assist in data entry, projects, creating client portfolios as similar tasks.
• Handle routine correspondence between carriers, agency and insured.
• Maintain a working knowledge of the insurance marketplace, including specific coverage and industry targets.
• Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Provide backup support to the CSR team and Advisors.
• Become familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 4-40 or 2-20 License Required
• High School Diploma/GED Required
• 3 or more years experience in personal lines insurance
• Solid understanding of all lines of Florida Personal insurance
• Ability to build rapport with each customer through active listening
• Experience dealing the multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word and Excel

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, speak and hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for retention by managing the client service aspects of a marine book of business, and support assigned advisors and current clients by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, maintaining a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and constructive criticism from supervisors and managers, in compliance with the Agency's policies and procedures.
• Provide rating, marketing, and retention support to advisors, including new business marketing tasks such as quoting, summarizing quote results, and preparing proposals for advisors to present.
• When a marine advisor(s) is out of office, contact new prospects for application information, market to carriers, and present quotes. Perform data entry into the agency management system and procure the bind order on their behalf. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Remarketing renewals as requested and delivering quotes and summaries to advisors for review. If proceeding, present the quote and obtain necessary documentation to bind and issue policies. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Prepare coverage comparisons as requested and interpret policy provisions to determine methods of effecting desired changes to quotes, coverage, or type of insurance
• Work closely with company underwriters to negotiate the best possible coverage options and premiums and assist in negotiating sales and service-related items on behalf of the client. Develop and maintain professional relationships with carrier representatives and underwriters.
• Find opportunities to create/enhance SOI relationships and participate in scheduled events (e.g., boat shows).
• Complete service-related tasks for marine clients by providing superior client service.
• Provide support tasks for renewals as requested to ensure property delivery to clients.
• Process incoming mail/tasks in accordance to department workflows and prioritize daily tasks.
• Process transactions to generate billing invoices and prepare premium finance contracts as necessary.
• Seek referral opportunities for account rounding as well as new prospects.
• Maintain up-to-date status with assigned activity tasks and responding/attaching emails in our agency management system.
• Monitor continuing education requirements to ensure compliance with licensing requirements by enrolling in online CE courses.
• Follow Agency guidelines, policies, and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-20 License Required;
• Bachelor's degree from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience;
• An insurance designation, equivalent to CPCU, AAI or CIC is preferred;
• Ability to build rapport with each customer through active listening;
• Experience dealing the multiple insurance carriers;
• Knowledge of Applied "EPIC" Agency Management System beneficial;
• Proficient with Microsoft Word and Excel.

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

• Analytical
• Organizational & time management skills
• Dependable
• Team Player
• Professional demeanor
• Superior customer service skills
• Open to diversity
• Ethical
• Supportive of organizational efforts and policies
• Mindful judgment
• Motivation
• Dependable
• Show initiative

  PHYSICAL DEMANDS:

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

  WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

  OTHER QUALIFICATIONS:  Regular travel required. 

POSITION SUMMARY:

This position's primary duty is personal lines sales.  The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards.  The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must desire compensation consistent with contribution and be able to work independently in this position.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.
• Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities.
• Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines.
• Help protect new and existing customers by offering agency products to meet their insurance needs.

• Round out existing accounts within assigned book of business.
• Contribute to marketing campaigns that target new business sales.
• Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
• Collect detailed risk and underwriting information including loss history. 
• Maintain insurance expiration log.
• Work with underwriters to negotiate sales on behalf of clients.
• Develop and maintain professional relationships with carrier representatives.
• Prepare coverage comparisons and present and explain proposals to clients.
• Maintain up-to-date account information essential for documentation purposes.
• Check policies for accuracy.
• Process transactions to generate billing invoices and prepare premium finance contracts. 
• Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable.
• Maintain electronic activity system and documentation to follow up on outstanding items.
• Keep informed of industry developments.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-20 License Required
• High school diploma or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Outlook, Excel, and Word
• Strong written & oral communication skills
• Organizational & time management skills

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER QUALIFICATIONS:  Regular travel is required.  

REPORTS TO:  Personal Insurance Manager

POSITION TYPE:  Exempt

OTHER:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

GREAT REASONS TO WORK AT WALLACE WELCH & WILLINGHAM:

• Competitive compensation plan;
• Great benefits including medical, dental, vision, life & disability;
• Paid Time Off;
• Paid Holidays;
• 401(k) with employer match;
• Paid Continuing Education;
• A culture that emphasizes respect for every individual;
• Proud to be a EOE/DFWP/SFWP.