Global Account Manager

IMA Financial Group; Overland Park (KS); In loco; USD 60.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Well-Being Stipend

Personal and Professional Development

Descrizione del lavoro

IMA Financial Group in Overland Park, KS seeks an experienced insurance submissions specialist. You will prepare and market new business and renewal submissions, gather information, and deliver to underwriters.

You will also intake requests from IMA offices, manage data entry, and reconcile premiums and commissions with carriers and partners. The role requires 3+ years of related experience, a degree (or equivalent), and CISR/CIC designation, with proficiency in EPIC Applied Systems and MS

Competenze

• At least 3 years of similar or related experience.
• Associate’s or bachelor’s degree preferred or equivalent experience.
• Attains and/or maintains professional designation: CISR and/or CIC.
• Intermediate EPIC Applied Systems experience preferred.
• Experience with MS Office products: Teams, PowerPoint, Outlook, Word and Excel.
• Limited travel required (<25%).
• Strong written and oral communication skills.
• Strong analytical and insurance interpretation skills.

Mansioni

• Under moderate guidance, prepare and market global new business & renewal submissions, gathering information and delivering submissions to underwriters.
• Under minimal guidance, intake service requests from all IMA market offices and process or assign accordingly.
• Request loss runs from carriers and international broker partners.
• Verify and reconcile accuracy of premium and commissions and prepare commissions statements.
• Responsible for policy and information entry of accounts for internal and partner data systems.
• Act as liaison between IMA service teams and international broker partners for reverse flow accounts.
• Create commission allocations for foreign revenues.
• Create account workbooks, comparison spreadsheets, and summaries for all submitted, sold and bound coverages.
• Interact professionally with clients and external partners via email, phone, and in-person.
• Respond timely to Producers, Practice Leads, Account Executives, Account Managers and other associates.
• Support the department by completing duties required to service an account.

Conoscenze

Communication

Analytical thinking

Insurance interpretation

Formazione

Associate’s or bachelor’s degree preferred or equivalent experience

Strumenti

MS Office (Teams, PowerPoint, Outlook, Word, Excel)

Descrizione del lavoro

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.
• Under moderate guidance, prepare and market global new business & renewal submissions, including gathering information and the marketing and/or delivery of submissions to underwriters.
• Under minimal guidance, intake service requests from all IMA market offices and process or assign accordingly.
• Request loss runs from carriers and international broker partners.
• Verify and reconcile accuracy of premium and commissions and prepare commissions statements for internal and external use as required.
• Under minimal guidance, responsible for policy and information entry of accounts for all internal and partner data systems.
• Act as liaison between IMA service teams and international broker partners for reverse flow accounts.
• Responsible for creation of commission allocations for foreign revenues.
• Responsible for creation of account workbooks, comparison spreadsheets, and summaries for all submitted, sold and bound coverages.
• Interact professionally and timely with clients and external partners via email, phone, and in-person.
• Responds in a timely, accurate and friendly manner to Producers, Practice Leads, Account Executives, Account Managers, and other internal associates.
• Support the department team by participating in the completion of all duties required to complete a project and service an account.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• At least 3 years of similar or related experience
• Associate’s or bachelor’s degree preferred or equivalent experience
• Attains and/or maintains professional designation or license: CISR and/or CIC
• Intermediate EPIC Applied Systems experience preferred
• Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word, and Excel)
• Limited travel required (less than 25%)
• Required: strong written and oral communication skills
• Required: strong analytical and insurance interpretation skills

COMPETENCIES & TRAITS:

• Professionalism
• Self-Direction
• Manage Client Relationships
• Problem Solving
• Communicating

Compensation & Benefits

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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

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.