Insurance Account Advisor

Why Join Insurance Marketing Agencies (IMA)?

What We Offer:

Your Role as Account Advisor:

Key Responsibilities:

• 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

• 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

• 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

• Uphold company values of integrity, collaboration, and excellence in all activities

What You Need to Succeed:

• 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

• 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: