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Sr. Account Manager (REMOTE or HYBRID)

Company: The IMA Financial Group, Inc.
Location: Denver
Posted on: June 25, 2022

Job Description:

Supports and demonstrates IMA's core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesServes as the day-to-day contact for all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) and with direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.)Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AESupports in winning new business & supports AE with new client onboardingDemonstrates ability to anticipate client problems and provide solutions proactivelyUsing the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriersReceives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/reviewReceives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if neededPerforms premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policiesAs needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance5+ yrs. applicable insurance experience with specialty experience preferredAbility to work within AMS and maintain data completeness standardsPossesses strong organizational skillsAbility to work independently, and lead project special assignmentsDemonstrates ability to build underwriter and client relationshipsAbility to delegate to appropriate parties when necessaryExperience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferredSome travel required (up to 30% depending on book of business & industry)Strong communication skills both written and verbalThis Job Description is not a complete statement of all duties and responsibilities comprising this position.The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Salary Range ($74,300-$102,100), Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, EcoPass, Montly Parking Reimbursement, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional DevelopmentWe've built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a teamWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry.2021 Business Insurance Magazine Best Places to Work in Insurance, #1 in large category2021 Inc. 5000's List of Fastest Growing Companies 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Puget Sound Business Journal's Washington's Best Workplaces2021 Los Angeles Business Journal's Best Places to Work2021 Denver Business Journal's Best Places to Work2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in Alaska2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2021 Wichita Business Journal's Fastest Growing Companies List2020 Business Insurance Magazine Best Places to Work in Insurance

Keywords: The IMA Financial Group, Inc., Denver , Sr. Account Manager (REMOTE or HYBRID), Accounting, Auditing , Denver, Colorado

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