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IMA Financial Group, Inc.

Personal Lines Account Manager

IMA Financial Group, Inc.

. Manage personal lines accounts .

Posted 11/5/2026full-timeUnited StatesMid-LevelSenior💰 $58,000 - $68,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing personal lines accounts while delivering exceptional customer service and building strong client relationships. Proficient in data entry and familiar with agency management systems, ensuring accuracy and attention to detail.

Highest-signal resume keywords
Active Property & Casualty LicenseClient Relationship ManagementExceptional Customer ServiceData Entry ProficiencyAMS 360 Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data EntryClient Relationship ManagementPersonal Lines Account ManagementAgency Management Systems
Soft Skills
Interpersonal SkillsAttention to DetailOrganizational SkillsTime ManagementTeam-Oriented Mindset
Tools & Technologies
AMS 360
Certifications & Qualifications
Property & Casualty License
Industry Keywords
Personal LinesCustomer ServiceInsurance IndustryIntegrityProfessionalism

About the role

Key responsibilities & impact
  • Manage personal lines accounts
  • Build and maintain client relationships
  • Deliver exceptional customer service
  • Collaborate in person for training, team building, and strategic meetings
  • Use computer systems and perform efficient, accurate data entry
  • Support the Personal Lines team within The Richards Group, an IMA Company

Requirements

What you’ll need
  • Prior industry exposure
  • An active Property & Casualty License
  • Strong interpersonal skills
  • Strong sense of integrity, professionalism, and reliability
  • Team-oriented mindset and high level of self-motivation
  • Exceptional attention to detail and accuracy
  • Excellent verbal and written communication skills
  • Strong organizational and time management abilities
  • Passion for delivering outstanding customer service
  • Proficiency with computer systems and efficient, accurate data entry
  • Experience using AMS 360 or a similar agency management system preferred, not required
  • Must live within reasonable traveling distance to one of the company’s Vermont or New Hampshire locations

Benefits

Comp & perks
  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Well-Being Stipend
  • Personal and Professional Development
  • Employee ownership opportunities