Strategic Commercial Insurance Account Manager

IMA Financial Group, Inc.; Mobile (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

IMA Financial Group, Inc. in Mobile, AL is seeking a Commercial Lines professional to handle day-to-day client requests under the guidance of an Account Executive. You will work with renewals, carrier submissions, and client communications to ensure accurate coverage and pricing.

Key responsibilities include preparing renewal materials, coordinating with underwriters, onboarding new clients, and maintaining data in Epic and MS Office. Some travel up to 20% may be required.

Qualifications

• P&C license is required.
• Minimum of two years Commercial Lines experience.
• Ability to work within Epic and maintain data completeness standards.
• Strong organizational skills.
• Ability to work independently.
• Ability to build underwriter and client relationships.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).
• Holding or pursuing general insurance designation is preferred.
• Some travel required (up to 20%).
• Strong communication skills (written and verbal).
• Professionalism.
• Manage client relationships.
• Agility/Flexibility.
• Interpersonal skills.
• Communicating.

Responsibilities

• Serves as the day-to-day contact for client requests within a book of business with direction from the Account Executive and prepares renewal materials.
• Partners with AE on client interactions, negotiations, technical analysis, and program design.
• Supports AE with new client onboarding.
• Building ability to anticipate problems through client or underwriter communications or industry changes.
• Creates marketing submissions using client workbook and manages negotiations with carriers.
• Receives quotes, reviews for accuracy and coverage, terms, and pricing; generates proposals for AE review.
• Receives policies and issues instructions to COE; tracks changes during negotiations.
• Performs premium allocations, surplus lines template preparation, COE templates, and basic policy endorsements.

Skills

Client relationships

Strong communication

Organizational skills

Independent work

Time management

Education

Insurance designation (preferred)

Tools

Epic

Microsoft Office

Job description

IMA Financial Group, Inc. in Mobile, AL is seeking a Commercial Lines professional to handle day-to-day client requests under the guidance of an Account Executive. You will work with renewals, carrier submissions, and client communications to ensure accurate coverage and pricing.

Key responsibilities include preparing renewal materials, coordinating with underwriters, onboarding new clients, and maintaining data in Epic and MS Office. Some travel up to 20% may be required.