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