Insurance Account Advisor

2 weeks ago

Worcester, MA, United States Insurance Marketing Agencies Full time
Position Overview

[Job Title]: Account Advisor
Location: Worcester, MA
Schedule: 8:00 AM - 5:00 PM, Monday through Friday (Hybrid or In-Office)
Pay: $70,000-$80,000 Based off experience & background
Position Type: Full Time
Why Join Insurance Marketing Agencies (IMA)?

Insurance Marketing Agencies (IMA) is a fourth-generation, family-owned insurance brokerage headquartered in Worcester, MA. With over a century of service, we pride ourselves on delivering personal-touch service with national reach. As a trusted risk management partner to businesses and individuals, we combine deep industry relationships, innovative thinking, and a relentless commitment to doing what's right for our clients.
What We Offer:

• Comprehensive Insurance Benefits - Health, Dental, Vision, Life, and supplemental coverage
• 401(k) with Company Contribution - Plan for your future with confidence
• Paid Time Off - Vacation pay and paid holidays
• Work Environment - Hybrid or in-office based on team alignment
• Growth Opportunities - Real potential for career advancement
Your Role as Account Advisor:

As an Account Advisor, you will be the trusted insurance professional for an assigned book of business, responsible for managing renewals, responding to client needs, and collaborating with carriers to ensure exceptional service. This role requires independence, accountability, and a client-focused mindset to deliver proactive, high-quality insurance servicing.
Key Responsibilities:

Client Service & Relationship Management
  • Deliver prompt, professional, and accurate service in line with 24-hour email and same-day call response standards
  • Act as the primary contact for policy changes, billing, certificates, and claims guidance
  • Maintain strong client and carrier relationships and contribute to long-term client retention
Renewal & Policy Management
  • Oversee all aspects of the renewal process, including marketing, proposals, and timeline coordination
  • Review new and renewal policies for rating, coverage accuracy, and compliance
  • Ensure timely documentation and policy delivery using AMS360 and ImageRight
Team Collaboration & Account Support
  • Work with Producers, Sales Executives, and Team Leaders to keep them informed of key developments
  • Attend client meetings and strategy calls when needed
  • Support cross-selling and special projects as directed by management
Other Duties as Assigned
  • Uphold company values of integrity, collaboration, and excellence in all activities
What You Need to Succeed:

• Key Competencies
  • Excellent verbal and written communication skills
  • Proven ability to manage deadlines and multitask
  • Strong attention to detail and accuracy in policy review
  • Problem-solving skills with ability to work independently
  • Proficiency in Microsoft Office; experience with AMS360, ImageRight, and Agency Zoom strongly preferred
  • Self-motivated with a collaborative work ethic
• Qualifications
  • Associate's degree or higher preferred
  • Minimum of 2 years of experience in commercial or personal insurance account servicing
  • Experience managing a book of business and direct client contact preferred
  • Active Property & Casualty Insurance License required
Important Information:

Insurance Marketing Agencies participates in E-Verify to confirm employment authorization. The E-Verify process is completed alongside the Form I-9 on or before your first day of work. For more details, visit www.uscis.gov and search "E-Verify."

Apply Today
Take the next step in your insurance career with Insurance Marketing Agencies-where service meets opportunity.

Pay Range

USD $70,000.00 - USD $80,000.00 /Yr.

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