Senior Client Success & Insurance Strategy Lead

IMA Financial Group, Inc.; Dallas (TX); Sur place; USD 85 000 - 125 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Insurance experience

AMS data knowledge

Organizational skills

Independent work

Client relationships

Negotiation

MS Office

Communication skills

Team leadership

Outils

MS Office

Description du poste

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.