Job Title: Insurance Account Executive – Small Business Unit (SBU)
Location: Hybrid – Worcester, MA
Schedule: Monday–Friday | 8:30 AM – 5:00 PM (30-minute lunch)
Compensation: $35,000 salary for 6-month initial period
Career Path: Opportunity for full-time conversion based on performance
Work Arrangement: Hybrid (Email and phone communication; no in-person strategy meetings required)

About IMA:

IMA is one of New England’s largest independent insurance agencies. Family-owned and operated since 1924 and headquartered in Worcester, MA, our team is made up of over 50 dedicated insurance professionals. We’re proud of our client-focused approach, which combines personal attention with ease of doing business. Our long-standing market presence and strong carrier partnerships allow us to deliver the right coverage at competitive pricing—making us a trusted partner to our clients for over a century.

At IMA, we aim to deliver tailored solutions that help clients manage risk effectively. With a national presence and a local personal touch, we are committed to building long-term relationships and providing a high level of personalized service.

Job Summary:

We are seeking a highly motivated, customer service-minded Account Executive to support our Small Business Unit (SBU). In this role, you'll be responsible for the retention and day-to-day service of an assigned book of Commercial Lines accounts. You’ll act as a trusted resource, ensuring clients’ coverage needs are met, renewals are smooth, and service is timely and professional. This is a client-facing role—but all communication will be handled via email and phone, with no in-person strategy meetings required.

This position is ideal for someone passionate about small business insurance, committed to client satisfaction, and looking to grow within a supportive, established team.

What You’ll Do:

• Manage the day-to-day needs of an assigned book of commercial accounts, including policy changes, invoicing, and coverage reviews

• Maintain appropriate coverage for clients by identifying gaps and recommending solutions

• Respond promptly and professionally to client inquiries via phone and email

• Understand client operations and offer coverage strategies that evolve with their needs

• Facilitate the renewal process: gather data, secure renewals, negotiate with underwriters, and present terms in advance

• Conduct remarketing when needed, including rating online or completing carrier applications

• Build and maintain strong relationships with clients, carriers, and IMA team members

• Contribute to agency growth through account rounding, cross-selling, and upselling within the existing book of business

• Follow established workflows and ensure all records are accurate and updated

What You Bring:

• 3+ years of commercial lines insurance experience (agency/broker experience preferred)

• Active Property & Casualty License required

• Familiarity with BOP, GL, WC, E&O, Cyber, and other commercial coverages

• Strong attention to detail and organization skills

• Excellent written and verbal communication skills

• Ability to work independently in a hybrid environment

• Proficiency with agency management systems (e.g., EPIC, AMS360) and Microsoft Office

Why Join IMA?

• Salary: $35K for the initial 6-month period (salaried position)

• Benefits: (TBD – details available upon conversion to full-time)

• Work-Life Balance: Company holidays + 7 days of PTO

• Career Growth: Potential to convert to a full-time, long-term role

• Performance Rewards: Commissions, upsell incentives, and education bonuses

• Culture: Join a well-established team with a strong reputation and a client-first approach

Ready to bring your insurance expertise to a firm with history, heart, and opportunity?
Apply today and become part of the IMA family.