Senior Account Manager (Commercial Lines)

Responsibilities

Essential job responsibilities include but are not limited to: supporting and demonstrating IMA’s core values, understanding the importance of diversity, equity, and inclusion, and serving as the day-to-day contact for all client requests within a book of business.

• Serves as the day-to-day contact for all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) and with direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials.
• Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE.
• Supports in winning new business & supports AE with new client onboarding.
• Demonstrates ability to anticipate client problems and provide solutions proactively.
• 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, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review.
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies.
• As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department.

Requirements

• 5+ yrs. applicable insurance experience; Private Equity experience strongly preferred.
• Ability to work within AMS and maintain data completeness standards.
• Possesses strong organizational skills.
• Ability to work independently, and lead special project assignments.
• Demonstrates 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 formal specialty designation [ARM, CPCU, Industry specific designation] preferred.
• Some travel required (up to 30% depending on book of business & industry).
• Strong communication skills both written and verbal.

Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.

• 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.

About the Company

We’ve built a reputation for putting our associates first. We work in teams, sell in teams, and 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, with numerous awards including Business Insurance Magazine Best Places to Work in Insurance, Inc. Magazine’s Best Workplaces, and Denver Business Journal’s Best Places to Work.