Senior Account Manager: Client Growth & Renewal Expert

imafinancialgroup; Dallas (TX); In loco; USD 70.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual 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

Descrizione del lavoro

IMA Financial Group is seeking an experienced Insurance Account Manager to serve as the primary contact for a mixed book of Mid-Market and Large/Complex accounts. You’ll lead client interactions, renewals, and carrier negotiations, while supporting new business and onboarding efforts.

Strong AMS, organizational, and communication skills are essential. Responsibilities include facilitating meetings, designing programs, and ensuring accuracy in quotes and policies.

Competenze

• 5+ yrs of applicable insurance experience; 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 (PowerPoint, Outlook, Word, Excel)
• Some travel required (up to 30%)
• Strong communication skills both written and verbal

Mansioni

• Serves as the day-to-day contact for all client requests within a book of business and prepares renewal materials
• Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight
• Supports in winning new business and onboarding new clients
• Proactively anticipates client problems and provides solutions
• Creates marketing submissions and manages negotiations with carriers
• Receives quotes, reviews for accuracy and coverage, and prepares proposals
• Processes policies and communicates changes to COE during negotiations
• Performs premium allocations, certificate templates, and audits on policies
• Acts as a team lead or mentor for other Account Managers when needed

Conoscenze

Insurance experience

AMS familiarity

Organizational skills

Independent work

Client relationships

Delegation

MS Office proficiency

Formazione

ARM/CPCU designation (preferred)

Strumenti

PowerPoint

Excel

Outlook

Word

Descrizione del lavoro

IMA Financial Group is seeking an experienced Insurance Account Manager to serve as the primary contact for a mixed book of Mid-Market and Large/Complex accounts. You’ll lead client interactions, renewals, and carrier negotiations, while supporting new business and onboarding efforts.

Strong AMS, organizational, and communication skills are essential. Responsibilities include facilitating meetings, designing programs, and ensuring accuracy in quotes and policies.