Commercial Insurance Account Manager – Mid‑Market

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

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.