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
Click
here to apply!
|