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Personal Lines Insurance Professional (Account Manager / Team Lead)

$45k - $75k

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 Team Lead Responsibilities 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). Salary Range: $45,000 USD - $75,000 USD Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you are 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 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. #J-18808-Ljbffr

Vacancy posted 7 days ago
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