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Commercial Account Manager

IMA Financial Group

Essential job responsibilitiesinclude but are not limited to:Supports and demonstrates IMA’s core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesServes as the day-to-day contact for all client requestswithin a book of business(primarily Mid-Market accounts OR Emerging accounts)withdirection from the Account Executiveandprepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)Partners with AE onclient interactions, negotiations, technical analysis,andprogram designSupports AE with new client onboardingBuildingabilityto anticipate problems through client or underwriter communications or industry changesUsing the client workbook, and under the direction ofthe Account Executive,creates the marketing submission andmanages ongoingnegotiates with carriersReceivesquotes, reviewsfor accuracyanddesired coverages, terms, pricing from submission,generates and populates the proposal,andsends to Account Executive for completion/reviewReceives policies,sends instructions to the applicableCOE,and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if neededPerformspremium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/ornon-renewed policiesRequired Experience and Skillsinclude but are not limited to:Ability to work within AMS and maintain data completeness standards3+ years of P&C experience, preferably within the middle market Account Management spaceAbility to work independentlyAbilityto build underwriter and client relationshipsAbility todelegateto appropriate parties when necessaryExperience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)Holdsorispursuing general insurance designation (preferred)Some travel required (up to 20% depending on book of business & industry)Strong communication skills both written and verbal#LI-JS1Compensation & BenefitsBeing 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 firstWhat 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 teamWe 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• Business Insurance Magazine – Best Places to Work in Insurance• US Insurance Awards – Community Outreach Project of the Year• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist• Inc. Magazine Best Workplaces• Inc. 5000 – List of Fastest Growing Companies • Alaska Journal of Commerce – Best Workplaces in Alaska• Charlotte Business Journal – Best Places to Work • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies• Connecticut Top Workplaces • Dallas Business Journal – Best Places to Work• Denver Business Journal – Best Places to Work• Denver Business Journal – Fast 50• Kansas City Business Journal – Best Places to Work• Los Angeles Business Journal – Best Places to Work• Puget Sound Business Journal – Washington’s Best Workplaces• Tampa Bay Times – Best Workplaces• The Salt Lake City Tribune Top Workplaces• Utah Business – Best Places to Work• Wichita Business Journal – Best Places to WorkThis 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.

Vacancy posted more than 2 months ago

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