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Personal Lines Insurance Professional (Account Manager / Team Lead)

IMA Financial Group
Brattleboro, USAfull_timePosted 14 May 2026

About the role

<p data-start="249" data-end="626">The Richards Group, an IMA Company is looking for an experienced Personal Lines insurance professional to join our team in Vermont or New Hampshire. This role can be shaped at the Account Manager or Team Lead level, depending on experience. This is a great opportunity for someone who enjoys building strong client relationships, delivering thoughtful coverage guidance, and contributing to a collaborative, high-performing team.</p> <hr data-start="628" data-end="631"> <h3 data-section-id="187pcd9" data-start="633" data-end="655"><strong data-start="637" data-end="655">What You’ll Do</strong></h3> <ul data-start="656" data-end="1178"> <li data-section-id="18qyb0" data-start="656" data-end="768">Manage a portfolio of personal lines clients, providing day-to-day service and proactive account support</li> <li data-section-id="1xjnnl5" data-start="769" data-end="841">Serve as a trusted advisor on coverage, renewals, and policy changes</li> <li data-section-id="1urfj4e" data-start="842" data-end="931">Handle client and carrier inquiries, endorsements, policy issuance, and documentation</li> <li data-section-id="nw9jv5" data-start="932" data-end="1004">Support claims advocacy and guide clients through the claims process</li> <li data-section-id="t4lj04" data-start="1005" data-end="1093">Maintain accurate and up-to-date account information in the agency management system</li> <li data-section-id="1nhuq5l" data-start="1094" data-end="1178">Partner with producers and internal teams to ensure a seamless client experience</li> </ul> <p data-start="1180" data-end="1234"><strong data-start="1180" data-end="1234">For more experienced candidates / Team Lead level:</strong></p> <ul data-start="1235" data-end="1443"> <li data-section-id="445qm2" data-start="1235" data-end="1307">Provide guidance, mentorship, and day-to-day support to team members</li> <li data-section-id="1ne7qml" data-start="1308" data-end="1367">Assist with workflow management and process improvement</li> <li data-section-id="sxttlh" data-start="1368" data-end="1443">Serve as a subject matter resource for complex accounts and escalations</li> </ul> <hr data-start="1445" data-end="1448"> <h3 data-section-id="1hr9x9o" data-start="1450" data-end="1480"><strong data-start="

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Company

IMA Financial Group

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