Account Manager – Mid‑Market Client Growth & Renewals

IMA Financial Group, Inc.; Denver (CO); On-site; USD 57,000 - 86,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. is seeking a detailed, client-focused professional to serve as the day-to-day contact for a book of business, primarily Mid-Market or Emerging accounts.

You will prepare renewal materials, collaborate with the Account Executive on negotiations, and support onboarding for new clients. You will also manage submissions, quotes, and policy updates to ensure accurate coverage and pricing.

Qualifications

• Ability to work within AMS and maintain data completeness standards.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage multiple tasks.
• Ability to build underwriter and client relationships.
• Ability to delegate to appropriate parties when necessary.

Responsibilities

• Serve as day-to-day contact for client requests within a book of business.
• Prepare renewal materials and coordinate with Account Executive.
• Partner with AE on client interactions, negotiations, and program design.
• Support AE with new client onboarding.
• Create marketing submissions and manage negotiations with carriers.
• Review quotes for accuracy and ensure proper coverage and pricing.
• Process policies and update COE with changes during negotiations.
• Handle premium allocations, certificates, and basic contract reviews.

Skills

AMS data accuracy

Strong organizational skills

Independent worker

Relationship building

Delegation when necessary

Tools

AMS system

Job description

IMA Financial Group, Inc. is seeking a detailed, client-focused professional to serve as the day-to-day contact for a book of business, primarily Mid-Market or Emerging accounts.

You will prepare renewal materials, collaborate with the Account Executive on negotiations, and support onboarding for new clients. You will also manage submissions, quotes, and policy updates to ensure accurate coverage and pricing.