IMA Financial Group

Title: Senior Account Manager - Personal Lines Location: Bennington, VT; Brattleboro, VT; Burlington, VT; Concord, NH; Keene, NH; Manchester Center, VT; Rutland, VT; Springfield, VT; Wilmington, VT Job Description: What We Have to Offer: The Richards Group an IMA Company is seeking an experienced Senior Personal Lines Account Manager to join our team. If you excel at building strong client relationships, thrive in a fast‑paced environment, and bring a commitment to exceptional service, we’d love to connect with you. This position offers flexibility, including the option to work remotely. Because we value in‑person collaboration for training, team building, and strategic meetings, qualified candidates must live within reasonable travel distance to one of our VT or NH locations. What You Bring: - Minimum of 5 years of prior experience in the insurance industry, specifically within Personal Lines - An active Property & Casualty License - A strong sense of integrity, professionalism, and reliability - A team-oriented mindset paired with high self‑motivation - Exceptional attention to detail and accuracy - Excellent verbal and written communication skills - Strong organizational and time‑management abilities - A 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 but not required) The Richards Group has joined IMA’s national platform, giving our teams access to expanded resources, new career pathways, enhanced strength, and employee ownership opportunities, all while preserving the local leadership and deep community roots that define who we are. #LI-TC1 Salary Range $55,000 - $65,000 USD Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry - 2020-2023 Business Insurance Magazine Best Places to Work in Insurance - 2023 Inc. Magazine’s Best Workplaces - 2023 Denver Business Journal’s Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc. 5000’s List of Fastest Growing Companies - 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies - 2022-2023 Kansas City Business Journal’s Best Places to Work - 2021-2023 Charlotte Business Journal’s Best Places to Work - 2021-2023 Los Angeles Business Journal’s Best Places to Work - 2021-2023 The Salt Lake City Tribune Top Work Places - 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces - 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category - 2021 Dallas Business Journal’s Best Places to Work - 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Supports and demonstrates IMA’s core values - Assists in the marketing process, including: - Organizes submission documentation - Prepares submissions for carriers - Negotiating coverage terms and conditions with underwriters - Builds proposals, quotes, and binders - Presents proposals to clients on a case by case basis - Facilitates account servicing needs during the policy year, including issuing binders, processing policies, and ordering endorsements - Communicates concisely and professionally with servicing teams and agents on day-to-day account needs - Supports the Account Executive and Practice leader on special projects, as needed - Maintains organized account files with proper documentation saved in agency management systems Qualifications - At least three to five years of similar or related experience in insurance required - Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) - Understanding of environmental/pollution insurance products required - Bachelor’s Degree in a science-related field preferred or equivalent experience - Limited travel required (less than 10%) Requirements - If this role is hired in Los Angeles County, CA the following applies: - Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. - Prior Criminal history will only be considered after a conditional job offer is made and accepted. - Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Benefits - 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 - Health Club Reimbursement - Personal and Professional Development Company Description We’ve built a reputation for putting our associates first. What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team. We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry: - 2020-2023 Business Insurance Magazine Best Places to Work in Insurance - 2023 Inc. Magazine’s Best Workplaces - 2023 Denver Business Journal’s Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc. 5000’s List of Fastest Growing Companies - 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies - 2022-2023 Kansas City Business Journal’s Best Places to Work - 2021-2023 Charlotte Business Journal’s Best Places to Work - 2021-2023 Los Angeles Business Journal’s Best Places to Work - 2021-2023 The Salt Lake City Tribune Top Work Places - 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces - 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category - 2021 Dallas Business Journal’s Best Places to Work - 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Interacts professionally and timely with clients via email, phone, and in-person Maintains a proactive approach focusing on claim strategies and resolutions Advocates for the timely, optimal resolution of claim matters for our clients Communicates pertinent claim information timely to internal and external clients Maintains strong relationships with internal and external clients Subject matter or specific coverage line knowledge and expertise in Executive Risk (D&O, EPLI, Crime, Cyber) and/or Property lines of coverage. Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc. Develops strong working knowledge of IMA computer systems/programs Assists Claim Manager with claim staff onboarding, training and development Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc. Leads and contributes to Claim Projects, and other tasks as assigned Attends insurance related seminars including but not limited to continuing education classes REQUIRED EXPERIENCE AND SKILLS: include but are not limited to: 10 + years of prior Claims experience in Executive Risk and/or Property coverage required Bachelor’s degree or work experience equivalent to a college degree System skills or aptitude – Applied Epic, Carrier and TPA platforms preferred Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) Exceptional technical skill and knowledge of coverage and claims handling Moderate travel required (25-50%) Excellent communication and negotiation skills Strong mathematical and reasoning skills required Ability to discuss and solve claim problems with clients and insurance carriers. #LI-JS1 Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine’s Best Workplaces 2023 Denver Business Journal’s Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000’s List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal’s Best Places to Work 2021-2023 Charlotte Business Journal’s Best Places to Work 2021-2023 Los Angeles Business Journal’s Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal’s Best Places to Work 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a third-party administrator, Grand River Services specializes in first party property and third-party casualty claims. We work directly with insureds and agencies to provide a level of high touch service rarely found in today’s marketplace. We are looking for a Commercial Claims Adjuster who is focused on accountability, exceptionally accurate case reserves, and outstanding agent satisfaction. - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Manages multiple jurisdictions and multiple lines of business - Works directly with insureds and agencies to provide excellent, high touch service - Thinks critically to evaluate coverage, investigate claims, and negotiate settlements - Maintains highly organized and detailed claims files - Communicates a clear, concise action plan for moving cases to conclusion Qualifications - 5-7+ years of claims handling experience - Need to be located in either the Eastern or Central Time Zone - Commercial General Liability experience required - Multi-state experience a plus - Multiple lines a plus - Must be a licensed adjuster with the ability to obtain licenses in other states - Ability to be cross trained to handle other lines of business - Experience in handling bodily injury, med pay, and property damage claims - Ability to handle and negotiate settlements on both non-litigated and litigated claims - Must be comfortable and self-directed to work independently in a remote, virtual office environment - Light to moderate travel to attend training, mediations, trials, and company functions - Bachelor’s degree preferred - Valid driver’s license required - Strong proficiency with Microsoft products and agency systems Requirements If this role is hired in Los Angeles County, CA the following applies: - Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. - Prior Criminal history will only be considered after a conditional job offer is made and accepted. - Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Benefits - 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 - Health Club Reimbursement - Personal and Professional Development Company Description This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.