Account Advisor - Mid Market

Insurance Marketing Agencies, Inc.; Worcester (MA); On-site; USD 95,000 - 105,000; Full time

Job summary

Insurance Marketing Agencies, Inc. in Worcester, MA is seeking motivated Account Advisors who will lead renewal processes, evaluate mid-market client needs, and communicate solutions clearly.

You will grow the book through cross-selling and upselling while delivering timely service, maintaining client relationships, and ensuring accurate coverage and compliance.

Qualifications

• Property & Casualty license required.
• Experience with AMS360 and ImageRight.
• Knowledge of commercial underwriting and coverage.
• Excellent written and oral communication.
• Well organized, detail-oriented; team player.
• Must be able to work independently and prioritize workflow.
• Excellent analytical, problem solving and conflict resolution skills.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
• Creativity valued as a key attribute; carrier negotiation skills helpful.
• Minimum 5 years’ commercial insurance experience.

Responsibilities

• Manage the day-to-day needs of an assigned book of mid-market accounts, including policy changes, invoicing and coverage review.
• Maintain appropriate coverage for clients; identify gaps and offer solutions.
• Provide prompt, accurate feedback to client inquiries.
• Understand clients’ operations and provide coverage advice and solutions for changing needs.
• Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date.
• Remarketing as needed, including online rating and/or completing and submitting applications.
• Build strong, positive working relationships with clients, carriers, and members of the IMA team.
• Contribute to the Agency’s growth through account rounding, cross selling and upselling within the existing book of business.
• Follow established workflows and maintain accurate records.

Skills

P&C license

AMS360

ImageRight

Underwriting

Communication

Organized

Independence

Analytical

MS Office

Team player

Creativity

Carrier negotiation

Tools

AMS360

ImageRight

MS Office

Job description

In partnership with the Production team, our Account Advisors take a leadership role in the renewal process, ensuring that quality solutions are communicated and delivered to our clients in a clear and timely manner.

Our Account Advisors are expected to serve our commercial lines clients by regularly evaluating coverage to make sure needs are met, and by providing timely, accurate guidance.Excellent organization and communication skills are a must.

We are looking for motivated Account Advisors who can provide creative risk management solutions while contributing to the agency’s growth through account rounding, cross-selling and up-selling their book of business.At IMA you can be a trusted advisor to your clients while directly contributing to key business outcomes including client retention, client satisfaction, and enhancing IMA’s value to our clients.

Salary Range : $95,000 - $105,000 per year

Responsibilities:

• Manage the day-to-day needs of an assigned book of mid-market accounts, including policy changes, invoicing and coverage review.
• Maintain appropriate coverage for clients; identify gaps and offer solutions.
• Provide prompt, accurate feedback to client inquiries.
• Understand clients’ operations and provide coverage advice and solutions for changing needs.
• Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date.
• Remarketing as needed, including online rating and/or completing and submitting applications.
• Build strong, positive working relationships with clients, carriers, and members of the IMA team.
• Contribute to the Agency’s growth through account rounding, cross selling and upselling within the existing book of business.
• Follow established workflows and maintain accurate records.

Required Skills and Qualifications:

• Property & Casualty license required
• Experience in working with AMS360 and ImageRight
• Demonstrated knowledge of commercial underwriting and coverage
• Excellent communication skills, both written and oral
• Well organized, detail-oriented, and a team player
• Must be able to work independently and prioritize workflow to ensure completion of all tasks
• Excellent analytical, problem solving and conflict resolution skills
• Proficient in Microsoft Office Suite(Word, Excel, PowerPoint and Outlook)
• Ability to work in and contribute to a culture of teamwork and cooperation
• Creativity valued as a key attribute
• Positive relationships and ability to negotiate with key carriers
• Possession of, or in pursuit of, professional insurance designations a plus
• Minimum 5years’ commercial insurance experience.

Education:

• We offer exciting and rewarding opportunities for experienced professionals and solid training for motivated individuals providing a pathway to career development and success.