What are the responsibilities and job description for the Insurance Account Associate position at Insurance Marketing Agencies?
Position Overview:
We’re Hiring: Associate Account Manager/Advisor – Commercial Lines
Location: Worcester, MA (Hybrid)
Job Type: Full-Time
Salary: $50K–$60K/yearly (based on experience)
Location: Worcester, MA (Hybrid)
Job Type: Full-Time
Salary: $50K–$60K/yearly (based on experience)
Why Join Us?
At Insurance Marketing Agency (IMA), we prioritize our employees' success and well-being. When you join our team, you’ll enjoy:
- Comprehensive Benefits: Employer-paid health and dental insurance.
- Work-Life Balance: Competitive salary, 15 PTO days, 9 holidays, and flexible hybrid work (3 days in-office, 2 days remote).
- Career Growth: Opportunities for advancement, mentorship, and training.
- Performance Rewards: Bonus, commission, and performance-based pay.
- Supportive Culture: Collaborative, team-oriented environment focused on client satisfaction.
- Learning Opportunities: Exposure to diverse industries and client accounts to enhance your skills.
About the Role
We are seeking a motivated professional to join our team as an Associate Account Manager/Advisor. This role offers an excellent opportunity to build a career in the insurance industry while supporting account management activities and developing expertise in Property, Casualty, and Benefits lines of insurance.
You’ll work closely with Senior Account Managers and Advisors, assisting with administrative tasks, managing the insurance renewal process, and building strong client relationships.
What You’ll Do
- Manage the day-to-day needs of commercial accounts, including policy changes, invoicing, and coverage reviews.
- Serve as the primary point of contact for client inquiries, providing prompt and accurate assistance.
- Assist Account Executives with client renewals, marketing submissions, and preparation of proposals and binders.
- Participate in renewal strategy meetings, compiling analytics, benchmarking data, and market summaries.
- Maintain accurate account records in CRM systems, generate performance reports, and track milestones.
- Support the onboarding of new clients by gathering documentation and ensuring a seamless transition.
- Communicate with clients via phone, email, and in-person meetings, building lasting relationships.
- Identify and resolve client concerns efficiently while collaborating with internal teams.
- Stay informed about industry trends, competitor activities, and new products to offer valuable insights.
What You’ll Need
- Experience: Minimum 3 years in commercial insurance or customer service/account management.
- Education: Bachelor’s degree or 4 years of relevant experience in business, marketing, or related fields.
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Skills:
- Strong communication, organizational, and time management abilities.
- Analytical mindset with attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM tools.
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Bonus Qualifications:
- Experience with project management tools (Salesforce, Asana, Trello).
- A collaborative mindset and a willingness to learn and adapt.
Your Career Path
High-performing individuals in this role can advance into Account Manager or Senior Advisor positions, gaining increased responsibility and expertise in the field.
About Us
Insurance Marketing Agency (IMA) is one of New England’s largest independent insurance agencies. Family-owned and operated since 1924, we are headquartered in Worcester, MA, with a team of over 50 dedicated professionals.
Our client-first approach, strong carrier relationships, and nearly a century of industry expertise enable us to provide tailored risk management solutions with a personal touch. At IMA, we foster innovation, collaboration, and excellence to build long-lasting relationships with our clients and team members.
Apply Today!
Join IMA and gain the skills and experience to succeed in the insurance industry. Let’s achieve great things together!
Pay Range: USD $50,000.00 - USD $60,000.00 /Yr.Salary : $50,000 - $60,000
