Commercial Account Manager
IMA Financial Group
Commercial Account ManagerEssential job responsibilities include 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 requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)Partners with AE on client interactions, negotiations, technical analysis, and program designSupports AE with new client onboardingBuilding ability to anticipate problems through client or underwriter communications or industry changesUsing the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriersReceives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/reviewReceives 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 neededPerforms premium 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/or non-renewed policiesRequired Experience and Skills include 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 independentlyAbility to build underwriter and client relationshipsAbility to delegate to appropriate parties when necessaryExperience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)Holds or is pursuing general insurance designation (preferred)Some travel required (up to 20% depending on book of business & industry)Strong communication skills both written and verbalCompensation & 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 industryBusiness Insurance Magazine – Best Places to Work in InsuranceUS Insurance Awards – Community Outreach Project of the YearU.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalistInc. Magazine Best WorkplacesInc. 5000 – List of Fastest Growing CompaniesAlaska Journal of Commerce – Best Workplaces in AlaskaCharlotte Business Journal – Best Places to WorkCivic 50 Colorado Honoree Recognizing 50 Most Community-Minded CompaniesConnecticut Top WorkplacesDallas Business Journal – Best Places to WorkDenver Business Journal – Best Places to WorkDenver Business Journal – Fast 50Kansas City Business Journal – Best Places to WorkLos Angeles Business Journal – Best Places to WorkPuget Sound Business Journal – Washington's Best WorkplacesTampa Bay Times – Best WorkplacesThe Salt Lake City Tribune Top WorkplacesUtah Business – Best Places to WorkWichita 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.
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