Account Manager

IMA Financial Group•Wichita, KS

13d

About The Position

The Account Manager serves as the day-to-day contact for client requests within a book of business, primarily Mid-Market or Emerging accounts, working under the direction of an Account Executive. The role supports client interactions, renewals, onboarding, marketing submissions, carrier negotiations, policy processing, and a range of account-service activities. It also supports IMA’s core values and the importance of diversity, equity, and inclusion among associates. Some travel is required, up to 20% depending on the book of business and industry. The position is part of IMA’s team-based, independent business model. IMA describes its benefits and rewards package as supporting associates’ health, financial security, and work-life balance. Final offer amounts depend on factors including geographic location, relevant experience, and knowledge, skills, and abilities.

Requirements

Ability to work within EPIC and maintain data-completeness standards.
Strong organizational skills.
Ability to work independently.
Ability to build relationships with underwriters and clients.
Ability to delegate to appropriate parties when necessary.
Experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel.
Strong written and verbal communication skills.
Some travel required, up to 20% depending on book of business and industry.

Nice To Haves

Holds or is pursuing a general insurance designation.

Responsibilities

Serve as the day-to-day contact for client requests within an assigned book of business, with direction from the Account Executive.
Prepare or delegate renewal materials, including premium and loss summaries, exposures, coverage comparisons, and premium and rate information.
Partner with the Account Executive on client interactions, negotiations, technical analysis, and program design.
Support new-client onboarding.
Develop the ability to anticipate problems based on client or underwriter communications and industry changes.
Use the client workbook and Account Executive direction to create marketing submissions and manage ongoing negotiations with carriers.
Receive and review quotes for accuracy and alignment with requested coverages, terms, and pricing; generate and populate proposals and send them to the Account Executive for completion or review.
Receive policies, send instructions to the applicable COE, and keep the COE informed of changes during negotiations; process policies when needed.
Perform premium allocations, prepare surplus lines and Certificate of Insurance request templates, obtain master approval, and provide on-demand certificates.
Conduct basic contract reviews, process policy endorsements, resolve coverage and premium discrepancy issues, and audit expired or non-renewed policies.
Support and demonstrate IMA’s core values and the importance of diversity, equity, and inclusion among associates.