Account Advisor – Commercial Insurance - Insurance Marketing Agencies
Worcester, MA
About the Job
Now Hiring: Account Advisor – Commercial Insurance
Location: Worcester, MA – Hybrid
Job Type: Full-time
Salary: $75,000–$85,000/year
Why You’ll Love Working at IMA
At Insurance Marketing Agency (IMA), we are committed to supporting our team members’ success and well-being. Joining our team comes with these incredible benefits:
- Comprehensive Healthcare: Employer-paid health and dental insurance.
- Work-Life Balance: Competitive salary, paid time off, and flexible working hours.
- Professional Development: Opportunities for mentorship, advanced insurance designations, and career growth.
- Learning Opportunities: Exposure to diverse client accounts and industries.
- Performance Incentives: Bonus, commission, and performance-based pay.
- Collaborative Culture: A supportive, team-oriented environment focused on client satisfaction and continuous improvement.
About the Role
As an Account Advisor, you’ll assist Senior Advisors and Managers in handling and processing new and renewal commercial lines business. You’ll play a pivotal role in delivering outstanding customer service while helping maintain, expand, and service commercial accounts.
What You’ll Do
- Provide prompt, accurate, and courteous service to clients.
- Coordinate expirations with producers to gather renewal and new business information.
- Market new and renewal business, prepare proposals, and assist in client presentations.
- Verify policy accuracy, generate billing invoices, and ensure timely delivery to clients.
- Address client and company inquiries regarding insurance, claims, or administrative needs.
- Manage a suspense system to track outstanding items and follow-ups.
- Participate in special projects, client meetings, and cross-selling opportunities.
- Maintain detailed account records and keep producers informed of key account activities.
What We’re Looking For
- Experience: Minimum of 3 years in a similar position, preferably in commercial insurance.
- Education: College degree preferred.
- Licensing: Must hold a valid P&C Insurance License.
- Strong understanding of commercial lines insurance coverage, forms, and underwriting.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- A commitment to pursuing advanced insurance designations.
- Reliable transportation for client meetings as needed.
Your Future Starts Here
Join IMA and take the next step in your career! High-performing Account Advisors can advance to roles such as Senior Account Manager or Senior Advisor.
Equal Opportunity Employer
Insurance Marketing Agency is committed to creating a diverse and inclusive workplace. We encourage applicants from all backgrounds to apply.
Apply Today!
Take your career to the next level by joining our dedicated team of insurance professionals.