Senior Account Manager — Client Growth & Ownership

IMA Financial Group; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Stock Purchase

Comprehensive medical plans

Dental

Vision

401(k)

Job summary

IMA Financial Group in Dallas, TX is seeking an experienced Account Manager to manage a mixed book of Mid-Market and Large/Complex accounts. You will serve as the day-to-day client contact, prepare renewal materials, and lead negotiations with carriers under the guidance of an Account Executive.

The role emphasizes proactive problem solving, client onboarding support, and coordination with underwriters to ensure accurate coverage and pricing. Travel up to 30% may be required.

Qualifications

• 5+ years of applicable insurance experience (Mid-Market & Large/Complex accounts)
• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills and ability to work independently
• Ability to build underwriter and client relationships
• Strong written and verbal communication skills

Responsibilities

• Serve as day-to-day contact for client requests within a book of business
• Prepare renewal materials (Premium & Loss summary, exposures, coverage comparison)
• Own meeting facilitation, client interactions, negotiations, and program design
• Support in winning new business and onboarding new clients
• Create marketing submissions and manage negotiations with carriers
• Review quotes for accuracy and desired coverages
• Process policies and manage certificates and endorsements
• Perform audits, premium allocations, and contract reviews
• Mentor/lead other Account Managers as needed

Skills

Insurance experience

AMS familiarity

Organizational skills

Independent work

Relationship building

Communication

MS Office (PowerPoint, Outlook, Word,

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group in Dallas, TX is seeking an experienced Account Manager to manage a mixed book of Mid-Market and Large/Complex accounts. You will serve as the day-to-day client contact, prepare renewal materials, and lead negotiations with carriers under the guidance of an Account Executive.

The role emphasizes proactive problem solving, client onboarding support, and coordination with underwriters to ensure accurate coverage and pricing. Travel up to 30% may be required.