Senior Account Manager

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 85,000 - 125,000; 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. in Dallas, TX, seeks an Account Manager to serve as the day-to-day contact for a mixed Mid-Market & Large/Complex client book. You will prepare renewal materials, coordinate with the Account Executive, and support carrier negotiations to deliver tailored risk solutions.

You will lead client interactions, assist in new client onboarding, and help manage submissions and relationships with underwriters, ensuring accurate pricing and policy terms.

Qualifications

• 5+ yrs. insurance experience; specialty experience preferred.
• Able to work within AMS; maintain data completeness.
• Strong organizational skills and independent project work.
• Build underwriter and client relationships; delegate when needed.
• Proficient in MS Office (PowerPoint, Outlook, Word, Excel).
• Demonstrated communication skills, professionalism and team leadership.
• Some travel up to 30% depending on book and industry.

Responsibilities

• Supports IMA’s core values and promotes diversity, equity, inclusion.
• Serves as day-to-day contact for client requests for mixed book.
• Prepares renewal materials and negotiates with carriers under AE direction.
• Leads meetings, client interactions, negotiations, and program design.
• Supports new business onboarding and client onboarding efforts.
• Proactively anticipates client problems and provides solutions.
• Creates marketing submissions and manages carrier negotiations.
• Reviews quotes, ensures coverage and pricing accuracy for proposals.
• Manages policies and certificates; processes changes during negotiations.
• Performs premium allocations, audits, and contract reviews; supports team.

Skills

Insurance experience

AMS data knowledge

Organizational skills

Independent work

Client relationships

Negotiation

MS Office

Communication skills

Team leadership

Tools

MS Office

Job description

Essential job responsibilities include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Serves as the day-to-day contact for all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) and with direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.)
• Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE
• Supports in winning new business & supports AE with new client onboarding
• Demonstrates ability to anticipate client problems and provide solutions proactively
• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies
• As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance

Required Experience and Skills include but are not limited to:

• 5+ yrs. applicable insurance experience with specialty experience preferred
• Ability to work within AMS and maintain data completeness standards
• Possesses strong organizational skills
• Ability to work independently, and lead special project assignments
• Demonstrates ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferred
• Some travel required (up to 30% depending on book of business & industry)
• Strong communication skills both written and verbal
• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills
• Communicating

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

• 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

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine Best Places to Work in Insurance
• US Insurance Awards Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 List of Fastest Growing Companies
• Alaska Journal of Commerce Best Workplaces in Alaska
• Charlotte Business Journal Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal Best Places to Work
• Denver Business Journal Best Places to Work
• Denver Business Journal Fast 50
• Kansas City Business Journal Best Places to Work
• Los Angeles Business Journal Best Places to Work
• Puget Sound Business Journal Washington’s Best Workplaces
• Tampa Bay Times Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business Best Places to Work
• Wichita Business Journal Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.