Energy Insurance Account Manager – Emerging Team

IMA Financial Group, Inc.; Denver (CO); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

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 Account Manager for the Energy Emerging team in Denver, CO. You will serve as the day-to-day contact for client requests, prepare renewal materials, manage submissions, and coordinate with underwriters and carriers to secure favorable terms while maintaining strong client relationships.

You will review quotes, ensure accuracy, and assist with policy processing while supporting ongoing client service and renewals. Travel up to 20% may be required.

Qualifications

• 2+ years of commercial small business experience preferred.
• 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 (PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (up to 20%)
• Strong communication skills both written and verbal
• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills
• Communicating

Responsibilities

• 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.)
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, 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

Skills

Account management

Client relationships

Organization

Education

General insurance designation (preferred)

Tools

PowerPoint

Outlook

Word

Excel

Job description

IMA Financial Group, Inc. is seeking an Account Manager for the Energy Emerging team in Denver, CO. You will serve as the day-to-day contact for client requests, prepare renewal materials, manage submissions, and coordinate with underwriters and carriers to secure favorable terms while maintaining strong client relationships.

You will review quotes, ensure accuracy, and assist with policy processing while supporting ongoing client service and renewals. Travel up to 20% may be required.