Global Account Specialist - Property & Casualty

IMA Financial Group, Inc.; Pasadena (CA); Vor Ort; USD 55.000 - 65.000; Vollzeit

Benefits dieser Stelle

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Zusammenfassung

The IMA Financial Group, Inc. in Pasadena is seeking an experienced client/account support professional to assist the Account Manager and Account Executive on large client accounts.

You will prepare coverage comparisons, submissions, and premium/rate analyses, and perform policy audits as needed. You will interact with clients on program needs, deliver on unique expectations, back up the AM as required, and contribute to loss analysis, invoicing, and billing tasks using AMS.

Qualifikationen

• Applicable experience in general insurance; specialty experience preferred.
• Attention to detail and ability to maintain data completeness in AMS.
• General insurance designation achieved or pursuing other designations preferred.
• Project and time management to handle multiple priorities and keep processes moving.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).
• Limited travel required (less than 10%).
• Strong insurance knowledge and client specialty knowledge.
• Agility/flexibility.
• Interpersonal skills.
• Problem solving and communication.

Aufgaben

• Prepare coverage comparisons, submissions, and premium & rate comparisons.
• Audit processes on expired and/or non-renewed policies and other special requests.
• Interact with clients regarding program needs and new assignments.
• Deliver on unique client expectations within the book of business.
• Back up Account Manager as needed to avoid service gaps.
• Provide proactive problem-solving guidance to AM/AE.
• Handle loss analysis, invoicing, trending, tracking, and reconciliation.
• Manage allocation spreadsheets for various client needs.
• Utilize AMS to keep detailed account information (policies, schedules, driver lists).
• Generate and review COI requests and invoicing allocations.
• Endorsement processing and billing; review cancellations; loss data analysis.
• Lead special projects; support other client initiatives.

Kenntnisse

Insurance knowledge

Attention to detail

Project/time management

Interpersonal skills

Problem solving

Communication skills

MS Office

Flexibility

Tools

MS Office

Jobbeschreibung

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
• Interact with clients (written or verbal) regarding special program needs and new assignments.
• Understand and deliver on unique client expectations within book of business.
• Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
• Ability to problem-solve and suggest proactive solutions to AM and AE.
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
• Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Controls industry specific reporting (well reporting, builder's risk, etc.)
• Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
• Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
• Ability to work independently, lead project special assignments.
• Supports as needed in special client projects.

Qualifications

• Applicable experience required with specialty experience preferred.
• Attention to detail & ability to work within AMS and maintain data completeness standards.
• Achieved general insurance designation. Pursuing other insurance designation - preferred.
• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish.
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel).
• Limited travel required (less than 10%).
• Strong Insurance knowledge and/or client specialty knowledge.
• Agility/Flexibility.
• Interpersonal Skills.
• Problem Solving.
• Communicating.

Salary Range: $55,000 USD - $65,000 USD

Benefits

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

*These benefits do not apply to internship roles.

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.