Account Specialist - P&C

About the role

Account Specialists at IMA are the backbone of a highly collaborative and dynamic service team. They support and demonstrate IMA’s core values, including valuing and understanding the importance of diversity, equity, and inclusion among all IMA associates.

Responsibilities

• Provide support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, and processing audits on expired and/or non-renewed policies and other special requests.
• Interact with clients (written or verbal) regarding special program needs and new assignments.
• Understand and deliver on unique client expectations within book of business.
• Temporarily back up Account Managers as needed to ensure clients do not feel a gap in service knowledge.
• Problem-solve and suggest proactive solutions to Account Managers and Account Executives.
• Responsible for loss analysis and loss-specific tasks related to invoicing, trending, tracking, and reconciliation.
• Handle assigned special client needs, such as allocation spreadsheets (monthly, quarterly, annually, or as requested) for specific lines of coverage or all lines of coverage based on entities, locations, or ownership of property.
• Utilize the AMS to maintain detailed account information, including uploading policies, inputting large schedules, and driver lists.
• Control industry-specific reporting (e.g., well reporting, builder's risk).
• Review certificate of insurance requests and provide direction to Certificate of Insurance team related to invoicing allocations, surplus lines, policy processing, master COIs, and client-specific instructions for customized Auto ID cards, billings, etc.
• Process endorsements and billing, review notices of cancellations, analyze loss data within Experience Mods, and perform deductible analysis.
• Participate in internal review meetings and other meetings as requested.
• Work independently, lead project special assignments, and support special client projects as needed.

Qualifications

• Applicable experience required; specialty experience preferred.
• Attention to detail and ability to work within AMS while maintaining data completeness standards.
• Achieved general insurance designation; pursuing other insurance designation preferred.
• Project/time management skills to manage multiple priorities and keep processes moving from start to finish.
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel).
• Limited travel required (less than 10%).

Skills

• Strong insurance knowledge and/or client specialty knowledge.
• Financial acumen.
• Agility/flexibility.
• Interpersonal skills.
• Problem-solving.
• Communicating.

Pay

Salary Range: $100,000 USD – $200,000 USD

Benefits

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