Mid‑Market Insurance Account Manager (Hybrid, Employee‑Owned)

IMA Financial Group; Birmingham, Mobile (AL, AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

optical? Vision

Dental

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group is seeking a skilled insurance professional to manage mid-market or emerging accounts. You will serve as the primary day-to-day contact for client requests, collaborate with Account Executives on negotiations and program design, and support onboarding while maintaining data completeness in Epic.

You should have a P&C license, at least two years of Commercial Lines experience, and strong communication and organizational skills. Travel up to 20% may be required.

Qualifications

• P&C license required.
• Min of two years Commercial Lines experience required.
• Ability to work within Epic and maintain data completeness standards.
• Strong organizational skills.
• Ability to work independently.
• Ability to build underwriter and client relationships.
• Ability to delegate to appropriate parties when necessary.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands DEI among all IMA associates.
• Serves as day-to-day contact for client requests within a book of business and prepares renewal materials.
• Partners with AE on client interactions, negotiations, and program design.
• Supports AE with new client onboarding.
• Builds ability to anticipate problems through client or underwriter communications or industry changes.
• Creates marketing submissions and manages negotiations with carriers.
• Receives quotes, reviews for accuracy, generates proposals, and sends to AE.
• Receives policies and coordinates with COE during negotiations.
• Performs premium allocations, surplus lines template prep, COI requests, and basic contract reviews.

Skills

P&C license

Commercial Lines experience

Epic system

Organizational skills

Independent work

Underwriter relationships

Delegation

Communication skills

Microsoft Office

Education

Insurance designation

Tools

Microsoft Office

Job description

IMA Financial Group is seeking a skilled insurance professional to manage mid-market or emerging accounts. You will serve as the primary day-to-day contact for client requests, collaborate with Account Executives on negotiations and program design, and support onboarding while maintaining data completeness in Epic.

You should have a P&C license, at least two years of Commercial Lines experience, and strong communication and organizational skills. Travel up to 20% may be required.