Strategic Insurance Account Manager

imafinancialgroup; Denver (CO); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

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

Job summary

IMA in Denver seeks an Insurance Account Specialist to serve as the day-to-day contact for client requests within a Mid-Market or Emerging accounts book, under direction from the Account Executive.

You will prepare renewal materials, review quotes, coordinate with underwriters, and ensure accurate documentation, policies, and endorsements. Strong organization, independence, and communication are essential; some travel up to 20% may be required.

Qualifications

• 2+ years of commercial small business experience preferred.
• Strong organizational skills.
• Ability to work independently.
• Ability to build underwriter and client relationships.
• Ability to delegate to appropriate parties when necessary.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).
• Holds or is pursuing a general insurance designation (preferred).
• Some travel required (up to 20%).
• Strong communication skills both written and verbal.

Responsibilities

• Serve as day-to-day contact for client requests within a book of business (Mid-Market or Emerging accounts).
• Prepare renewal materials (premium & loss summary, exposures, coverage comparison, premium & rate).
• Build relationships with underwriters and clients.
• Delegate tasks when applicable to appropriate parties.
• Receive quotes, review for accuracy, generate proposals, and coordinate with Account Executive.
• Process policies with COE and communicate changes during negotiations.
• Handle premium allocations, certificates, reviews, endorsements, and audits.

Skills

Commercial insurance

Organizational skills

Independent worker

Underwriter relationships

Delegation

MS Office (PowerPoint, Outlook, Word,

Tools

MS Office

Job description

IMA in Denver seeks an Insurance Account Specialist to serve as the day-to-day contact for client requests within a Mid-Market or Emerging accounts book, under direction from the Account Executive.

You will prepare renewal materials, review quotes, coordinate with underwriters, and ensure accurate documentation, policies, and endorsements. Strong organization, independence, and communication are essential; some travel up to 20% may be required.