Strategic Insurance Account Manager — Flexible Work Options

IMA Financial Group; Wichita (KS); Vor Ort; USD 75.000 - 110.000; Vollzeit

Benefits dieser Stelle

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Zusammenfassung

IMA Financial Group is seeking a detail-oriented client services professional to support mid-market and emerging accounts. You will be the day-to-day contact for client requests, assist with renewal materials, and collaborate with the Account Executive on negotiations and program design.

The role involves onboarding new clients, preparing marketing submissions, and coordinating with carriers to secure appropriate coverages and pricing. Strong communication and organizational skills are essential.

Qualifikationen

• Ability to work within EPIC and maintain data completeness standards.
• 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 general insurance designation (preferred).
• Some travel required (up to 20%).
• Strong communication skills both written and verbal.

Aufgaben

• Serves as day-to-day contact for client requests within a book of business with direction from the Account Executive.
• Prepares renewal materials (premium & loss summary, exposures, coverage comparison, premium & rate).
• Partners with Account Executive on client interactions, negotiations, and program design.
• Supports new client onboarding.
• Creates marketing submissions and negotiates with carriers.
• Receives quotes and ensures accuracy of terms and pricing.
• Processes policy instructions and coordinates with COE on changes.
• Performs premium allocations and basic contract reviews.

Kenntnisse

EPIC data entry

Organizational skills

Independent worker

Underwriter relations

Delegation

MS Office suite

Communication skills

Ausbildung

General insurance designation (preferred)

Tools

PowerPoint

Outlook

Word

Excel

Jobbeschreibung

IMA Financial Group is seeking a detail-oriented client services professional to support mid-market and emerging accounts. You will be the day-to-day contact for client requests, assist with renewal materials, and collaborate with the Account Executive on negotiations and program design.

The role involves onboarding new clients, preparing marketing submissions, and coordinating with carriers to secure appropriate coverages and pricing. Strong communication and organizational skills are essential.