Jobs · Business Development · Texas

Global Account Manager

IMA Financial Group, Inc. · Dallas, TX · 3 wk ago
On-siteBusiness DevelopmentFull-time

Responsibilities

  • Supports and demonstrates IMA’s core values.
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
  • Under moderate guidance, prepare and market global new business & renewal submissions, including gathering information and the marketing and/or delivery of submissions to underwriters.
  • Under minimal guidance, intake service requests from all IMA market offices and process or assign accordingly.
  • Request loss runs from carriers and international broker partners.
  • Verify and reconcile accuracy of premium and commissions and prepare commissions statements for internal and external use as required.
  • Under minimal guidance, responsible for policy and information entry of accounts for all internal and partner data systems.
  • Act as liaison between IMA service teams and international broker partners for reverse flow accounts.
  • Responsible for creation of commission allocations for foreign revenues.
  • Responsible for creation of account workbooks, comparison spreadsheets, and summaries for all submitted, sold and bound coverages.
  • Interact professionally and timely with clients and external partners via email, phone, and in-person.
  • Responds in a timely, accurate and friendly manner to Producers, Practice Leads, Account Executives, Account Managers, and other internal associates.
  • Support the department team by participating in the completion of all duties required to complete a project and service an account.

Requirements

  • At least 3 years of similar or related experience
  • Associate’s or bachelor’s degree preferred or equivalent experience
  • Attains and/or maintains professional designation or license: CISR and/or CIC
  • Intermediate EPIC Applied Systems experience preferred
  • Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word, and Excel)
  • Limited travel required (less than 25%)
  • Required: strong written and oral communication skills
  • Required: strong analytical and insurance interpretation skills

Skills

  • Professionalism
  • Self-Direction
  • Manage Client Relationships
  • Problem Solving
  • Communicating

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

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