Strategic Account Manager, Commercial Insurance (Mid‑Market)

IMA Financial Group; Birmingham (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Disability (Short/Long-Term)

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group in Birmingham, AL is seeking a diligent Client Services professional for Mid-Market accounts to support client requests, prepare renewal materials, and collaborate with Account Executives on program design.

Required: P&C license, 2+ years Commercial Lines experience, and proficiency with Epic and MS Office. This role may travel up to 20% and requires strong organizational and communication skills.

Qualifications

• P&C license is required.
• Minimum of two years Commercial Lines experience is required.
• Experience with Epic and MS Office products is required.
• Strong organizational skills and ability to work independently are essential.
• Ability to build underwriter and client relationships, and to delegate when needed.
• Excellent written and verbal communication; professional demeanor.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Supports diversity, equity, and inclusion among associates.
• Serves as the day-to-day contact for client requests within a book of business with direction from AE and prepares renewal materials.
• Partners with AE on client interactions, negotiations, and program design.
• Supports AE with new client onboarding.
• Anticipates problems through client or underwriter communications or industry changes.
• Creates marketing submissions and negotiates with carriers under AE direction.
• Receives quotes, reviews terms and pricing, and updates proposals.
• Processes policies with COE and tracks changes during negotiations.
• Performs premium allocations, surplus lines template prep, COI requests, and basic contract reviews.

Skills

P&C license

Commercial Lines experience

Epic

MS Office

Independent work

Client relationships

Communication skills

Organizational skills

Delegation

Travel up to 20%

Agility/Flexibility

Interpersonal skills

Professionalism

Tools

Epic

MS Office Suite

Job description

IMA Financial Group in Birmingham, AL is seeking a diligent Client Services professional for Mid-Market accounts to support client requests, prepare renewal materials, and collaborate with Account Executives on program design.

Required: P&C license, 2+ years Commercial Lines experience, and proficiency with Epic and MS Office. This role may travel up to 20% and requires strong organizational and communication skills.