Now Hiring - PuzzleHR - Client Relationship Manager - Small Business Insurance in Worcester, MA

Full description of the position

Position

Overview

: 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.

Pay Range

: Starting from USD $35,000.00/Yr. Job Types: Temporary, Contract Pay: From $35,000.00 per year

Benefits

:

• Health insurance
• Paid time off
• Work from home Work Location: In person