Account Manager - Energy

IMA Financial Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 57,000 - 80,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. in Pittsburgh is seeking an Account Manager for the Property & Casualty Commercial Lines team. You'll be the primary contact for client requests while managing an Energy book of business.

This role includes preparing renewal materials, supporting negotiations, and maintaining strong relationships with clients and underwriters. Ideal candidates should possess strong organizational and communication skills, and experience with MS Office products.

Qualifications

• Experience with a diversified client book of business preferred.
• Ability to maintain data completeness standards.
• Some travel required depending on the book of business.

Responsibilities

• Serve as the day-to-day contact for all client requests within a book of business.
• Prepare renewal materials including premium and loss summaries.
• Perform premium allocations and resolve coverage discrepancies.

Skills

Strong organizational skills

Ability to work independently

Strong communication skills

Ability to build underwriter and client relationships

Experience with MS Office products

Education

General insurance designation (preferred)

Tools

AMS

MS Office

Job description

We are seeking an Account Manager to join our Property & Casualty Commercial Lines team in Pittsburg! This person will serve as the day-to-day contact for all client requests within an Energy book of business with direction from the Account Executive and prepares all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements.

What You'll Do

• 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

You Should Have

• Experience with a diversified client book of business preferred
• Ability to work within AMS 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 (depending on book of business & industry)
• Strong communication skills both written and verbal

Salary Range: $57,000 USD - $80,000 USD

This role is eligible for the following benefits: 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.

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.