Senior Global Account Manager

IMA Financial Group; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

IMA Financial Group in Dallas is seeking an experienced insurance submissions professional. The role entails preparing and marketing global new business and renewal submissions, gathering information, and delivering submissions to underwriters while coordinating intake from multiple market offices.

The ideal candidate has 5+ years in similar roles, professional designations such as CISR/CIC, and strong MS Office skills. Occasional travel (<25%) is expected as part of client-facing responsibilities.

Qualifications

• 5+ years of related insurance experience.
• Bachelor’s or associate degree preferred or equivalent experience.
• CISR and/or CIC professional designation.
• Proficient with MS Office products (Teams, PowerPoint, Outlook, Word, Excel).
• Travel less than 25% is required.
• Strong written and oral communication skills.
• Strong analytical and insurance interpretation skills.

Responsibilities

• Prepare and market global new business and renewal submissions, gathering information and delivering submissions to underwriters.
• Intake service requests from all IMA market offices and route accordingly.
• Request loss runs from carriers and international broker partners.
• Verify and reconcile premium and commissions; prepare statements.
• Enter accounts accurately in internal and partner data systems.
• Act as liaison between IMA service teams and international broker partners for reverse flow accounts.
• Create commission allocations for foreign revenues.
• Create account workbooks, spreadsheets, and summaries for all submitted, sold and bound coverages.
• Interact professionally with clients and external partners via email, phone, and in-person.
• Respond promptly to Producers, Practice Leads, Account Executives, and other associates.
• Support the department by assisting with all duties required to complete a project and service an account.

Skills

Experience 5+ years

Written and verbal communication

Analytical and insurance knowledge

MS Office proficiency

Limited travel (<25%)

Education

CISR/CIC certification

Bachelor's or Associate degree (preferred)

Tools

MS Teams

PowerPoint

Outlook

Word

Excel

Job description

ESSENTIAL JOB RESPONSIBILITIES

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Under moderate guidance, prepare and market global new business & renewal submissions, including gathering information and the marketing and/or delivery of submissions to underwriters.
• Under minimal guidance, intake service requests from all IMA market offices and process or assign accordingly.
• Request loss runs from carriers and international broker partners.
• Verify and reconcile accuracy of premium and commissions and prepare commissions statements for internal and external use as required.
• Under minimal guidance, responsible for policy and information entry of accounts for all internal and partner data systems.
• Act as liaison between IMA service teams and international broker partners for reverse flow accounts.
• Responsible for creation of commission allocations for foreign revenues.
• Responsible for creation of account workbooks, comparison spreadsheets, and summaries for all submitted, sold and bound coverages.
• Interact professionally and timely with clients and external partners via email, phone, and in-person.
• Responds in a timely, accurate and friendly manner to Producers, Practice Leads, Account Executives, Account Managers, and other internal associates.
• Support the department team by participating in the completion of all duties required to complete a project and service an account.

REQUIRED EXPERIENCE AND SKILLS

• At least 5 years of similar or related experience
• Associate’s or bachelor’s degree preferred or equivalent experience
• Attains and/or maintains professional designation or license: CISR and/or CIC
• Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word, and Excel)
• Limited travel required (less than 25%)
• Required: strong written and oral communication skills
• Required: strong analytical and insurance interpretation skills

COMPETENCIES & TRAITS:

• Professionalism
• Self-Direction
• Manage Client Relationships
• Problem Solving
• Communicating

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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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*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.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.