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Job type
Not listed
Work mode
Not listed
Level
Entry Level
Department
Sales
Experience
1+ year experience
Posted
Sep 10, 2026
About the role
ESSENTIAL JOB RESPONSIBILITIES
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equality, and inclusion among all IMA associates
Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
Cultivates and maintains excellent communication and relationships with clients and insurance carriers
Interacts professionally and timely with clients via email, phone, and in-person
Assist with renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
Attends education classes in combination with individual study programs to expand technical coverage knowledge
REQUIRED EXPERIENCE AND SKILLS
Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
Ability to analyze insurance quotes and make recommendations
Knowledge of policy forms and endorsements preferred
Excellent written and oral communication and interpersonal skills
Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
Strong computer proficiency including Microsoft Office products
1-2 years or more of similar or related experience
Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license. If not current – then must obtain within 6-12 months.
