Account Manager

imafinancialgroup

Birmingham (AL)

On-site

USD 55,000 - 75,000

Full time

5 days ago

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Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group is seeking an experienced Account Manager for our Birmingham, AL book of business. You will serve as the day-to-day contact for client requests, assist with renewal materials, and partner with the Account Executive on negotiations and program design.

The role requires a P&C license and a minimum of two years Commercial Lines experience, with proficiency in Epic and MS Office. Some travel is expected; strong communication and relationship-building skills are essential.

Qualifications

P&C license is required.
Minimum of two years Commercial Lines experience is required.
Ability to work within Epic and maintain data completeness standards.
Strong organizational skills.
Ability to work independently.
Ability to build underwriter and client relationships.
Ability to delegate to appropriate parties when necessary.
Experience with MS Office products required (PowerPoint, Outlook, Word, 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 verbal.

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 with direction from the Account Executive and prepares renewal materials.
Partners with AE on client interactions, negotiations, technical analysis, and program design.
Supports AE with new client onboarding.
Builds ability to anticipate problems through client or underwriter communications or industry changes.
Creates the marketing submission and manages ongoing negotiations with carriers.
Receives quotes, reviews for accuracy and desired coverages, and prepares proposals for Account Executive review.
Receives policies, sends instructions to COE, and updates on negotiations; processes policy if needed.
Performs premium allocations, surplus lines template preparation, COI templates, and basic contract reviews.

Skills

P&C license

Commercial Lines

Epic software

MS Office

Organizational skills

Independent work

Underwriter relationships

Delegation

Communication (written & verbal)

Tools

Epic

MS Office

Job description

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
Serves 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 design
Supports AE with new client onboarding
Building ability to anticipate problems through client or underwriter communications or industry changes
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
Performs 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

Required Experience and Skills include but are not limited to:

P&C license required
Min of two years Commercial Lines experience required
Ability to work within Epic and maintain data completeness standards
Strong organizational skills
Ability to work independently
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 general insurance designation (preferred)
Some travel required (up to 20% depending on book of business & industry)
Strong communication skills both written and verbal

Competencies & Traits:

Professionalism
Manage Client Relationships
Agility/Flexibility
Interpersonal skills
Communicating

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.

*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