Account Manager (Commercial Lines)

IMA Financial Group•Birmingham, AL

1d•Onsite

About The Position

We are seeking an Account Manager to join our Property & Casualty Commercial Lines team in Birmingham! This person will serve as the day-to-day contact for all client requests within an assigned book of business, prepares all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements. Supports and demonstrates IMA’s core values. Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Serves as the day-to-day contact for all client requests within a book of business (primarily Select accounts) and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.). Will be responsible for client interactions, negotiations, technical analysis, and program design for Select Accounts. Building ability to anticipate problems through client or underwriter communications or industry changes. Within Applied EPIC 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 client for 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

Experience with a Select client book of business preferred
Ability to work within Applied EPIC 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)
Strong communication skills both written and verbal

Nice To Haves

Holds or is pursuing general insurance designation (preferred)

Responsibilities

Serves as the day-to-day contact for all client requests within a book of business (primarily Select accounts) and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
Responsible for client interactions, negotiations, technical analysis, and program design for Select Accounts
Building ability to anticipate problems through client or underwriter communications or industry changes
Within Applied EPIC 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 client for 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