Global Insurance Account Leader

IMA Financial Group, Inc.; Houston (TX); On-site; USD 65,000 - 95,000; 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

Job summary

IMA Financial Group, Inc. seeks an experienced professional to support and market global new business and renewal submissions, coordinating with IMA market offices and international broker partners.

You will verify premiums, commissions, and assist in data entry across internal systems while liaising with clients and internal teams. With at least five years in insurance-focused roles, you will bring strong communication and analytical skills, CISR/CIC designations, and solid MS Office

Qualifications

• At least 5 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.
• Experience with MS Office products (Teams, PowerPoint, Outlook, Word, Excel).
• Limited travel required (less than 25%).
• Required: strong written and oral communication skills
• Required: strong analytical and insurance interpretation skills

Responsibilities

• Prepare and market global new business & renewal submissions, including gathering information and the marketing and/or delivery of submissions to underwriters.
• 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.

Skills

Strong written and oral communication

Analytical and insurance knowledge

Education

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

Tools

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

Job description

IMA Financial Group, Inc. seeks an experienced professional to support and market global new business and renewal submissions, coordinating with IMA market offices and international broker partners.

You will verify premiums, commissions, and assist in data entry across internal systems while liaising with clients and internal teams. With at least five years in insurance-focused roles, you will bring strong communication and analytical skills, CISR/CIC designations, and solid MS Office