Global Insurance Accounts Leader

IMA Financial Group; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group in Overland Park, KS seeks an experienced professional to prepare and market global new business and renewal submissions, intake service requests, and liaise with international broker partners. The role emphasizes accuracy in premium/commission reporting, data entry, and client interaction.

The ideal candidate has 5+ years in insurance operations, professional designations (CISR/CIC), and strong MS Office skills, with limited travel.

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
• Intermediate EPIC Applied Systems experience
• MS Office products proficiency (Teams, PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 25%)
• Strong written and oral communication skills
• Strong analytical and insurance interpretation skills

Responsibilities

• Prepare and market global new business & renewal submissions, including gathering information and delivering submissions to underwriters.
• Intake service requests from 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 commission statements.
• 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 submitted, sold and bound coverages.
• Interact professionally with clients and external partners via email, phone, and in-person.
• Respond to internal stakeholders including Producers, Practice Leads, Account Executives, and Account Managers.
• Support the department team by completing duties required to service an account.

Skills

Written communication

Oral communication

Analytical skills

Insurance interpretation

Education

Associate's or Bachelor's degree preferred

CISR/CIC designation

Tools

EPIC Applied Systems

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

Job description

IMA Financial Group in Overland Park, KS seeks an experienced professional to prepare and market global new business and renewal submissions, intake service requests, and liaise with international broker partners. The role emphasizes accuracy in premium/commission reporting, data entry, and client interaction.

The ideal candidate has 5+ years in insurance operations, professional designations (CISR/CIC), and strong MS Office skills, with limited travel.