Jobs · Sales

Account Manager

IMA Financial Group, Inc. · Denver, CO · 4 days ago
RemoteRemoteSales$57k/yrFull-time

Responsibilities

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market or Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
  • Partners with Account Executive on client interactions, negotiations, technical analysis, and program design
  • Supports Account Executive with new client onboarding
  • Builds ability to anticipate problems through client or underwriter communications or industry changes
  • Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiations with carriers
  • Receives quotes, reviews for accuracy and desired coverages, terms, and pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
  • Receives policies, sends instructions to the applicable Center of Excellence (COE), and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
  • Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

Requirements

  • Ability to work within AMS 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 required (specifically PowerPoint, Outlook, Word, and Excel)
  • Holds or is pursuing a general insurance designation (preferred)
  • Some travel required (up to 20% depending on book of business & industry)
  • Strong communication skills both written and verbal

Pay

Salary Range: $57,000 USD - $86,000 USD

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs coverage
  • Dental and Vision
  • Family Assistance Program
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • Pre-Tax Parking Plan
  • 401(k) retirement plan
  • Life/AD&D Insurance
  • Accident, Critical Illness, and Hospital Indemnity Insurance
  • Long Term Care and Short-term Disability Insurance
  • Long-term Disability Insurance
  • Business Travel Accident Insurance
  • Identity Theft protection
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Well-Being Stipend
  • Personal and Professional Development opportunities

About the Company

We’ve built a reputation for putting our associates first. As an integral part of an entrepreneurial, expanding company, you can develop lasting relationships, earn competitive benefits, plus claim part ownership. Our unique ownership business model makes working at IMA appealing.

We work in teams, sell in teams, and win and prosper as a team. We provide support systems and resources that enable each associate to focus on what they do best. 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.

IMA is recognized nationally as a leader in our industry, with numerous awards including:

  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine’s Best Workplaces
  • 2023 Denver Business Journal’s Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000’s List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree (Recognizing 50 Most Community-Minded Companies)
  • 2022-2023 Kansas City Business Journal’s Best Places to Work
  • 2021-2023 Charlotte Business Journal’s Best Places to Work
  • 2021-2023 Los Angeles Business Journal’s Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
  • 2021-2022 Wichita Business Journal’s Best Places to Work (#1 in extra-large category)
  • 2021 Dallas Business Journal’s Best Places to Work
  • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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