Account Manager

IMA Financial Group, Inc.; Decatur (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. seeks a Client Services professional to manage day-to-day requests for Mid-Market or Emerging accounts. You will prepare renewal materials, collaborate with the Account Executive on negotiations, and support onboarding and policy processing.

This role emphasizes client relationships, accuracy, and timely responses. Required is a P&C license and at least two years in Commercial Lines, with proficiency in Epic and MS Office.

Qualifications

• P&C license is required or in progress.
• Minimum two years of Commercial Lines experience.
• Ability to work within Epic and maintain data completeness standards.
• Strong organizational and independent work capabilities.
• Excellent written and verbal communication; client relationship skills.
• Willingness to travel up to 20% as needed.

Responsibilities

• Acts as day-to-day contact for client requests within a book of business with direction from Account Executive.
• Prepares renewal materials (premium, loss summaries, exposures, coverage comparisons).
• Partners with Account Executive on client interactions, negotiations, and program design.
• Supports new client onboarding and ongoing carrier negotiations.
• Creates marketing submissions, obtains quotes, and ensures accuracy of proposals.
• Reviews policies, issues instructions to COE, and oversees policy processing as needed.
• Performs premium allocations, certificates, endorsements, and basic contract reviews.

Skills

P&C license

Two years commercial lines

Organizational skills

Independent worker

Written and verbal communication

Relationship building

Delegation

Interpersonal skills

Adaptability / agility

Education

General insurance designation (preferred)

Tools

Epic

MS Office (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 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
• 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, 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 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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

This 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.

Demographic Information

IMA collects certain employee self-identification information. Some information is required for statistical purposes to comply with federal Equal Employment Opportunity reporting requirements. This information allows us to understand the composition of our workforce, as we focus on ensuring an equitable and inclusive workplace for all. It also provides data for our Diversity, Equity, and Inclusion strategy and programming. While you are required to respond to each question, you may select "Decline to answer". Your demographic information will not be shared nor affect your eligibility for employment or career advancement opportunities within the company. Thank you in advance for your interest in IMA.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.