Strategic Account Manager – Mid‑Market Client Partner

IMA Financial Group; Wichita (KS); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

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

Job summary

IMA Financial Group in Wichita, KS is seeking a client service professional for Mid-Market and Emerging accounts. You will manage day-to-day client requests, prepare renewal materials, and collaborate with the Account Executive on program design and negotiations.

Ideal candidates bring strong organizational skills, ability to work independently, and experience with EPIC and MS Office. Some travel up to 20% is expected; insurance designation preferred.

Qualifications

• Requires strong organizational skills and ability to work independently.
• Able to build and maintain underwriter and client relationships.
• Experience with EPIC and data completeness standards.
• Some travel up to 20% depending on book of business and industry.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Serves as day-to-day contact for client requests within a book of business with direction from Account Executive.
• Prepares renewal materials including premium & loss summary, exposures, coverage comparison, premiums, rates.
• Partners with Account Executive on client interactions, negotiations, and program design.
• Supports AE with new client onboarding.
• Creates marketing submissions and negotiates with carriers under AE direction.
• Receives quotes, reviews for accuracy, and forwards to AE for completion.
• Processes policy instructions and keeps COE informed of changes during negotiations.
• Performs premium allocations, template preparation, certificates, contract reviews, endorsements, and audits on expired/non-renewed policies.
• Maintains high data quality and client service standards.

Skills

Strong organizational skills

Independent worker

Strong communication skills

Client relationship building

Delegation when necessary

Education

General insurance designation (preferred)

Tools

Microsoft Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group in Wichita, KS is seeking a client service professional for Mid-Market and Emerging accounts. You will manage day-to-day client requests, prepare renewal materials, and collaborate with the Account Executive on program design and negotiations.

Ideal candidates bring strong organizational skills, ability to work independently, and experience with EPIC and MS Office. Some travel up to 20% is expected; insurance designation preferred.