Account Manager

IMA Financial Group, Inc.; Mobile (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

IMA Financial Group, Inc. in Mobile, AL is seeking a Commercial Lines professional to handle day-to-day client requests under the guidance of an Account Executive. You will work with renewals, carrier submissions, and client communications to ensure accurate coverage and pricing.

Key responsibilities include preparing renewal materials, coordinating with underwriters, onboarding new clients, and maintaining data in Epic and MS Office. Some travel up to 20% may be required.

Qualifications

• P&C license is required.
• Minimum of two years Commercial Lines experience.
• Ability to work within Epic and maintain data completeness standards.
• Strong organizational skills.
• Ability to work independently.
• Ability to build underwriter and client relationships.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).
• Holding or pursuing general insurance designation is preferred.
• Some travel required (up to 20%).
• Strong communication skills (written and verbal).
• Professionalism.
• Manage client relationships.
• Agility/Flexibility.
• Interpersonal skills.
• Communicating.

Responsibilities

• Serves as the day-to-day contact for 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.
• Building ability to anticipate problems through client or underwriter communications or industry changes.
• Creates marketing submissions using client workbook and manages negotiations with carriers.
• Receives quotes, reviews for accuracy and coverage, terms, and pricing; generates proposals for AE review.
• Receives policies and issues instructions to COE; tracks changes during negotiations.
• Performs premium allocations, surplus lines template preparation, COE templates, and basic policy endorsements.

Skills

Client relationships

Strong communication

Organizational skills

Independent work

Time management

Education

Insurance designation (preferred)

Tools

Epic

Microsoft 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