Commercial Lines Leader

IMA Financial Group, Inc.

Pittsburgh (Allegheny County)

On-site

USD 120,000 - 180,000

Full time

2 days ago

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Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

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

Job summary

IMA Financial Group, Inc. is seeking an experienced leader to manage a service team and drive client satisfaction across a portfolio of accounts.

The role involves guiding Account Executives, coordinating with production staff, and ensuring service delivery excellence. You will develop strategic service plans with producers, supervise performance, and maintain strong knowledge of market conditions and carrier options.

Qualifications

At least 10 years of similar or related industry experience preferred.
5-10 years of management/leadership experience preferred.
Ability to learn and navigate within EPIC.
MS Office proficiency including PowerPoint, Outlook, Word, Excel.
Attains and maintains professional designation – ARM, CPCU, CIC.
Property and Casualty license required for state of business.
Moderate travel required (25-50%).
Bachelor’s degree preferred or equivalent experience.
Strong written, oral and communication skills.
Ability to influence those not reporting directly to you.

Responsibilities

Cultivates and maintains professional communication with clients, production staff and associates, resolving issues with management escalation when needed.
Leads and develops direct reports and service teams within designated industry.
Oversees onboarding, workload management, and quality control for the team.
Conducts coaching and performance reviews with team members and documents outcomes.
Develops service plans with producers and coordinates cross-department services.
Prepares and leads reviews to ensure service level and client program alignment.
Monitors accounts receivable and ensures timely collections per policy.
Participates in industry associations and carrier events to strengthen relationships.

Skills

Leadership experience

Communication skills

Team collaboration

Strategic thinking

Education

Bachelor’s degree preferred or equivalent experience

Professional designation (ARM, CPCU, CIC)

Tools

EPIC

MS Office (PowerPoint, Outlook, Word, Excel)

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
Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates. This includes managing client and insurance company questions/issues concerning services rendered and elevating referred complaints of service failures to the appropriate management staff for investigation and resolution
Manages, leads, and develops direct reports, including Account Executives, and has ultimate responsibility of service teams within a specified industry
Performs functions of the role within an IMA office more than 50% of the time

Monitors and Coordinates:

Training and development of all service team members
Assigns new accounts and transfers of accounts among staff to maintain workable workloads
Ensures quality control standards of the team are continually maintained
Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources
Collaborates with Industry Practice Leads to support practice strategies
With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers
In conjunction with producers, develops a service plan tailored to client’s needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)
Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of client’s program design based on their business needs and risk tolerance
Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy
Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings
Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work
Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
Actively supports the department by participating in completion of all duties required to complete a project and service a client
Serves as a leadership champion of organizational initiatives
Communicates with market president regarding department strategies, needs, and performance

Required Experience and Skillsinclude but are not limited to:

At least 10 years of similar or related industry experience preferred
5-10 years of management/leadership experience preferred
Ability to learn and navigate within Agency Management System (EPIC)
Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint)
Attains and maintains professional designation – i.e., ARM, CPCU, CIC, etc.
Property and Casualty insurance license required for state of business
Moderate travel required (25-50%)
Bachelor’s degree preferred or equivalent experience
Strong written, oral and communication skills
Possesses a significant level of trust and diplomacy
Ability to influence those not reporting directly to you

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, 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.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry