Executive Risk Solutions Specialist

Essential Job Responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• With moderate guidance:
• Sends out detailed renewal requests to service teams within IMA
• Preliminarily checks and compares new and renewal quotes comparing to expired programs / policies and applications for coverage
• Limited brokering of Executive Risk deals may be required
• With minimal guidance:
• Processes policies in accordance with IMA workflow standards
• Maintains EPIC data integrity
• Pulls applications as requested by P&C service teams
• Follows up on quotes due for the ERS team as requested
• Sends bind requests in accordance with the instructions provided by ERS associate
• Follows up and reviews binders for accuracy and works with other service teams to deliver seamless internal service
• Follows up with service teams on subjectivities needed for policy issuance and finalizes with insurance carriers
• Records keeping (i.e., extensions, revenues, renewal dates, etc.) / Business tracking
• Produces historical renewal data for ERS team and service teams
• EPIC related data entry for all ERS associates / file documentation
• Fosters relationships (P&C team, insurance carriers, etc.) and collaboration with different IMA divisions and offices

Required Experience and Skills

• Hightly organized and ability to manage multiple priorities
• Bachelor’s Degree preferred or equivalent experience
• Intermediate Microsoft Office skills preferred
• Property & Casualty License preferred but not required
• Written and verbal communication competencies required
• Tracking all tasks to applicable deadlines
• Ability to handle high volume demands accurately with little lead time
• Ability to respond timely and accurately

Compensation & 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

Why Join IMA?

• We’ve built a reputation for putting our associates first
• We work in teams. We sell in teams. We win and prosper as a team
• We provide support systems and resources that enable each of our associates to focus on what they do best
• We are recognized nationally as a leader in our industry

Application Information

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