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About the Role
This role serves as the day-to-day contact for client requests within a book of business, preparing renewal materials, partnering with Account Executives on client interactions, and supporting new client onboarding. The position focuses on building the ability to anticipate problems and managing the marketing submission and carrier negotiations.
Responsibilities
- Supports and demonstrates IMA’s core values.
- Values and understands the importance of diversity, equity, and inclusion.
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive.
- Prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.).
- Partners with AE on client interactions, negotiations, technical analysis, and program design.
- Supports AE with new client onboarding.
- Builds ability to anticipate problems through client or underwriter communications or industry changes.
- Uses the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates 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.
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed.
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies.
Requirements
- Ability to work within AMS and maintain data completeness standards.
- Strong organizational skills.
- Ability to work independently.
- 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).
- Some travel required (up to 20% depending on book of business & industry).
- Strong communication skills both written and verbal.
Skills
- AMS
- MS Office products (PowerPoint, Outlook, Word, and Excel)
- Organizational skills
- Communication skills (written and verbal)
Education Level
- Holds or is pursuing general insurance designation (preferred)
Salary/Compensations
- $57,000—$86,000 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
About the Company
- We’ve built a reputation for putting our associates first.
- We are an entrepreneurial, expanding company.
- We offer competitive benefits and an ownership business model.
- We work in teams and provide support systems and resources.
- We are an independent company based in the Midwest, large enough to write business globally and small enough to implement ideas quickly.
- We are recognized nationally as a leader in our industry.
- Business Insurance Magazine – Best Places to Work in Insurance
- US Insurance Awards – Community Outreach Project of the Year
- U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
- Inc. Magazine Best Workplaces
- Inc. 5000 – List of Fastest Growing Companies
- Alaska Journal of Commerce – Best Workplaces in Alaska
- Charlotte Business Journal – Best Places to Work
- Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- Connecticut Top Workplaces
- Dallas Business Journal – Best Places to Work
- Denver Business Journal – Best Places to Work
- Denver Business Journal – Fast 50
- Kansas City Business Journal – Best Places to Work
- Los Angeles Business Journal – Best Places to Work
- Puget Sound Business Journal – Washington’s Best Workplaces
- Tampa Bay Times – Best Workplaces
- The Salt Lake City Tribune Top Workplaces
- Utah Business – Best Places to Work
- Wichita Business Journal – Best Places to Work
Equal Opportunity
- The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
- In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.