National Real Estate Account Manager & Client Partner

IMA Financial Group, Inc.; Dallas (TX); Presencial; USD 57.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Personal and Professional Development

Descripción de la vacante

IMA Financial Group, Inc. in Dallas is seeking a team-oriented professional to manage day-to-day client requests within a Mid‑Market or Emerging book of business.

You will prepare renewal materials, collaborate with the Account Executive on negotiations and program design, and support onboarding for new clients. This role emphasizes proactive client communication, relationship-building with underwriters, and the ability to adapt to industry changes while ensuring accurate submissions and timely

Formación

• Experience with AMS 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).
• Holds or is pursuing general insurance designation (preferred).
• Some travel required (up to 20%).
• Strong written and verbal communication skills.

Responsabilidades

• Serve as the day-to-day contact for all client requests within a book of business (primarily Mid‑Market or Emerging accounts) with direction from the Account Executive and prepare renewal materials (premium & loss summary, exposures, coverage comparison, etc.).
• Partner with AE on client interactions, negotiations, technical analysis, and program design.
• Support AE with new client onboarding.
• Build ability to anticipate problems through client or underwriter communications or industry changes.
• Create the marketing submission and manage ongoing negotiations with carriers.
• Receive quotes, review for accuracy and coverage, terms, pricing, and prepare proposals.
• Receive policies and coordinate with COE, updating them on policy changes.
• Perform premium allocations, surplus lines template preparation, COI templates, and other policy-related tasks.

Conocimientos

AMS data standards

Organization

Independence

Underwriter relations

Delegation

Communication

Insurance designation

Travel

MS Office

Herramientas

MS Office

Descripción del empleo

IMA Financial Group, Inc. in Dallas is seeking a team-oriented professional to manage day-to-day client requests within a Mid‑Market or Emerging book of business.

You will prepare renewal materials, collaborate with the Account Executive on negotiations and program design, and support onboarding for new clients. This role emphasizes proactive client communication, relationship-building with underwriters, and the ability to adapt to industry changes while ensuring accurate submissions and timely