Global Accounts Leader - Insurance Client Relationships

IMA Financial Group, Inc.; Kansas City (KS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Stock Purchase

Job summary

IMA Financial Group, Inc. seeks a detail‑driven professional to support global new business submissions and renewal processes, coordinating with international brokers and internal teams.

The role emphasizes strong communication, analytics, and MS Office proficiency, with exposure to commissions and account data management. Some travel is required, and a robust benefits package is offered.

Qualifications

• At least 3 years of similar or related experience.
• Associate’s or bachelor’s degree preferred or equivalent experience.
• Maintains professional designation or license: CISR and/or CIC.
• Proficient in MS Office (Teams, PowerPoint, Outlook, Word, Excel).
• Some travel may be required (<25%).
• Strong written and oral communication skills.
• Strong analytical and insurance interpretation skills.

Responsibilities

• Support and market global new business & renewal submissions, gathering information and delivering to underwriters.
• Intake service requests from IMA market offices and route accordingly.
• Request loss runs from carriers and international broker partners.
• Verify and reconcile accuracy of premium and commissions; prepare statements.
• Enter policy information for accounts in internal systems and partner data platforms.
• Coordinate with international broker partners for reverse flow accounts.

Skills

MS Office

Communication

Analytical skills

Education

CISR/CIC designation

Tools

MS Office

Job description

IMA Financial Group, Inc. seeks a detail‑driven professional to support global new business submissions and renewal processes, coordinating with international brokers and internal teams.

The role emphasizes strong communication, analytics, and MS Office proficiency, with exposure to commissions and account data management. Some travel is required, and a robust benefits package is offered.