Commercial Associate Account Manager

IMA Financial Group, Inc. is an entrepreneurial, expanding company recognized nationally as a leader in the insurance industry. They are seeking a Commercial Associate Account Manager to support account management tasks, shadow Account Managers, and assist in managing client relationships and insurance negotiations.

Responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Pursues formal and informal training to develop into Account Manager
• Demonstrates competencies to own a book of business, but does not yet own a book
• Shadows AM and assists on renewals
• Demonstrates proficiency to perform all job tasks with AE & AM oversight, including:
• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates 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
• Other general responsibilities include 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 policies

Skills

• Experience in insurance or related industry
• Ability to work within AMS and maintain data completeness standards
• High level of organization and ability to interface with clients and carriers
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Some travel required (up to 10% 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
• Health Club Reimbursement
• Personal and Professional Development

Company Overview