About this Personal Lines Insurance Professional (Account Manager / Team Lead) role at IMA Financial Group
The Richards Group, an IMA Company is looking for an experienced Personal Lines insurance professional to join our team in Vermont or New Hampshire. This role can be shaped at the Account Manager or Team Lead level, depending on experience. This is a great opportunity for someone who enjoys building strong client relationships, delivering thoughtful coverage guidance, and contributing to a collaborative, high-performing team.
What You’ll Do
- Manage a portfolio of personal lines clients, providing day-to-day service and proactive account support
- Serve as a trusted advisor on coverage, renewals, and policy changes
- Handle client and carrier inquiries, endorsements, policy issuance, and documentation
- Support claims advocacy and guide clients through the claims process
- Maintain accurate and up-to-date account information in the agency management system
- Partner with producers and internal teams to ensure a seamless client experience
For more experienced candidates / Team Lead level:
- Provide guidance, mentorship, and day-to-day support to team members
- Assist with workflow management and process improvement
- Serve as a subject matter resource for complex accounts and escalations
What We’re Looking For
- Required: Active Property & Casualty (P&C) insurance license
- Required: Within commuting distance to one of our offices in NH or VT
- Demonstrated experience in personal lines account management or client service
- Strong knowledge of personal lines coverages (home, auto, umbrella, etc.)
- Excellent communication and relationship-building skills
- Ability to manage multiple priorities with strong attention to detail
- Comfort working independently and collaboratively in a fast-paced environment
Compensation
Compensation will be aligned to experience and level (Account Manager through Team Lead).
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
