Account Manager

IMA Financial Group, Inc.; Decatur (AL); On-site; USD 52,000 - 76,000; 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. is seeking an experienced Account Manager to serve as the day-to-day contact for a mid-market book, coordinating renewal materials and program design with account executives in a dynamic commercial lines environment.

The role requires a P&C license and at least two years of Commercial Lines experience, with strong communication and relationship-building skills. Some travel is expected, and the position offers opportunities for on-going professional development.

Qualifications

• P&C license is required.
• Minimum two years of Commercial Lines experience.
• Proficiency in Epic and maintaining data completeness.
• Strong organizational skills.
• Ability to work independently.
• Ability to build underwriter and client relationships.
• Proficiency with MS Office (PowerPoint, Outlook, Word, Excel).
• Insurance designation pursued or held preferred.
• Some travel up to 20% depending on book of business.
• Strong written and verbal communication.
• Professional demeanor.
• Ability to manage client relationships.
• Agility and flexibility.
• Solid interpersonal skills.
• Clear and effective communicating.

Responsibilities

• Serves as the day-to-day contact for all client requests within a book of business with direction from the Account Executive.
• Prepares renewal materials such as premium & loss summaries, exposures, coverage comparisons and rate analyses.
• Partners with AE on client interactions, negotiations, and program design.
• Supports AE with new client onboarding.
• Anticipates problems through client or underwriter communications or industry changes.
• Creates marketing submissions using client workbooks and negotiates with carriers under AE guidance.
• Receives quotes, reviews for accuracy, and generates/provides proposals for AE review.
• Receives policies and handles instruction flow to COE, updating changes during negotiations.
• Performs premium allocations, certificate requests, basic contract reviews, policy endorsements, and audits on expired or non-renewed policies.

Skills

P&C license

Client relationship building

Strong communication

Interpersonal skills

Agility/Flexibility

Ability to work independently

Professionalism

Managing client relationships

Communicating

Education

Insurance designation (preferred)

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 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