Strategic National Real Estate Account Manager

IMA Financial Group, Inc.; Denver (CO); On-site; USD 57,000 - 86,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. in Denver seeks a client service professional to manage day-to-day requests within a Mid-Market or Emerging accounts book. You will prepare renewal materials, support underwriting negotiations, and collaborate with the Account Executive to design programs.

The role emphasizes building strong client and underwriter relationships, onboarding new clients, and handling submissions, quotes, and policy changes with accuracy and speed.

Qualifications

• Ability to work within AMS and maintain data completeness standards.
• Strong organizational skills and the ability to work independently.
• Ability to build underwriter and client relationships.
• Strong written and verbal communication skills.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).
• Holds or is pursuing general insurance designation (preferred).
• Some travel required (up to 20%).

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 AE.
• Prepares renewal materials (premium & loss summary, exposures, coverage comparison, premium & rate).
• Partners with AE on client interactions, negotiations, and program design.
• Supports AE with new client onboarding.
• Creates marketing submissions and manages negotiations with carriers.
• Receives quotes, reviews for accuracy, generates proposals for AE review.
• Receives policies and coordinates with COE during negotiations.
• Performs premium allocations, certificates, contract reviews, and policy endorsements.

Skills

AMS experience

data integrity

organizational skills

independent work

client relationships

communication

MS Office (PowerPoint/Outlook/Word/Ex​

Job description

IMA Financial Group, Inc. in Denver seeks a client service professional to manage day-to-day requests within a Mid-Market or Emerging accounts book. You will prepare renewal materials, support underwriting negotiations, and collaborate with the Account Executive to design programs.

The role emphasizes building strong client and underwriter relationships, onboarding new clients, and handling submissions, quotes, and policy changes with accuracy and speed.