Account Manager

IMA Financial Group, Inc.; Birmingham (AL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

Job summary

IMA Financial Group, Inc. in Birmingham, AL is seeking an experienced Commercial Lines Account Manager to serve as the day-to-day contact for a mid-market book of business.

You will coordinate renewal materials, partner with the Account Executive on client interactions and program design, and help with onboarding. The role requires a P&C license and at least two years of experience, strong organization and communication, and ability to work with underwriters and carriers.

Qualifications

• P&C license is required or actively pursuing
• Minimum of two years in Commercial Lines
• Experience with data management and data completeness standards
• Strong organizational and independent work abilities
• Ability to build relationships with underwriters and clients
• Proficiency with MS Office applications (PowerPoint, Outlook, Word, Excel)
• Travel up to 20% depending on book of business
• Excellent written and verbal communication skills
• Professional demeanor and client-focused mindset
• Ability to adapt and be flexible in a dynamic environment

Responsibilities

• Act as day-to-day contact for client requests within a book of business
• Prepare renewal materials (premium, loss summaries, exposures) and coordinate with Account Executive
• Partner with AE on client interactions, negotiations, and program design
• Support onboarding of new clients
• Develop proactive communication to anticipate problems with clients or underwriters
• Create marketing submissions and manage negotiations with carriers
• Receive quotes, review for accuracy and coverage, and prepare proposals
• Process policy instructions and coordinate with COE on changes
• Handle premium allocations, certificates, endorsements, and policy audits

Skills

P&C license

Commercial Lines exp

Epic data management

Organizational skills

Independent worker

Relationship building

MS Office suite

Travel up to 20%

Strong communication

Professionalism

Client relationship management

Agility/Flexibility

Interpersonal skills

Communicating

Tools

Epic

PowerPoint

Outlook

Word

Excel

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 Skillsinclude 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 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 verbal
• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills
• Communicating

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