Senior Account Manager (Commercial Lines)

Essential Job Responsibilities Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Serves as the day‑to‑day contact for all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) and, with direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.) Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE Supports in winning new business & supports AE with new client onboarding Demonstrates ability to anticipate client problems and provide solutions proactively Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on‑demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non‑renewed policies As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance Required Experience and Skills 5+ yrs. applicable insurance experience with specialty experience preferred Ability to work within AMS and maintain data completeness standards Possesses strong organizational skills Ability to work independently, and lead special project assignments Demonstrates ability to build underwriter and client relationships Ability to delegate to appropriate parties when necessary Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferred Some travel required (up to 30% depending on book of business & industry) Strong communication skills both written and verbal 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 Well-Being Stipend Personal and Professional Development *These benefits do not apply to internship roles. 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. #J-18808-Ljbffr IMA Financial Group, Inc.