Global Insurance Account Leader

IMA Financial Group, Inc.; Overland Park (KS); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

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

Job summary

IMA Financial Group, Inc. seeks an experienced insurance professional to prepare and market global new business and renewal submissions, gather information, and deliver submissions to underwriters.

You will intake service requests from IMA market offices and process or assign accordingly, while ensuring premium and commission accuracy. You will interact with clients and internal teams, verify data, and support data entry across internal systems.

Qualifications

• 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.
• Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word, and Excel).
• Limited travel required (less than 25%).
• Strong written and oral communication skills.
• Strong analytical and insurance interpretation skills.

Responsibilities

• 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.

Skills

Strong written and oral communication

Strong analytical and insurance-claims

Experience in Insurance industry

Education

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

CISR and/or CIC designation

Tools

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

Job description

IMA Financial Group, Inc. seeks an experienced insurance professional to prepare and market global new business and renewal submissions, gather information, and deliver submissions to underwriters.

You will intake service requests from IMA market offices and process or assign accordingly, while ensuring premium and commission accuracy. You will interact with clients and internal teams, verify data, and support data entry across internal systems.