Senior Commercial Lines Account Leader

IMA Financial Group; Dallas (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Job summary

IMA Financial Group in Dallas, TX, seeks an experienced Account Manager to serve as the primary contact for client requests across a Mid-Market and Large/Complex book. You will prepare renewal materials, facilitate meetings, and negotiate with carriers with guidance from the Account Executive.

You will also assist in winning new business and onboarding, while proactively solving client issues. The role emphasizes relationship building, strong organization, and the ability to lead projects and

Qualifications

• 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 (PowerPoint, Outlook, Word, Excel).
• Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferred.
• Some travel required (up to 30%).
• Strong communication skills both written and verbal.

Responsibilities

• 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, and program design with minimal oversight from AE.
• Supports in winning new business and onboarding new clients with AE guidance.
• Anticipates client problems and provides proactive solutions.
• Creates marketing submissions and manages negotiations with carriers.
• Receives quotes, reviews terms, pricing, and prepares proposals for AE review.
• Manages policy changes with COE and processes policies when needed.
• Performs premium allocations, certificate requests, and policy endorsements; resolves discrepancies.
• As needed, serves as team lead or mentor for other Account Managers; supports department strategies.

Skills

Account management

Client relationships

Negotiation

Project leadership

Communication (oral)

Communication (written)

Organizational skills

Independent work

AMS data completeness

Relationship building

Travel readiness

Job description

IMA Financial Group in Dallas, TX, seeks an experienced Account Manager to serve as the primary contact for client requests across a Mid-Market and Large/Complex book. You will prepare renewal materials, facilitate meetings, and negotiate with carriers with guidance from the Account Executive.

You will also assist in winning new business and onboarding, while proactively solving client issues. The role emphasizes relationship building, strong organization, and the ability to lead projects and