Account Manager

IMA Financial Group•Dallas, TX

30d•Hybrid

About The Position

This role serves as the day-to-day contact for all client requests within a book of business, primarily focusing on Mid-Market or Emerging accounts. The Account Manager will work under the direction of the Account Executive to prepare renewal materials, partner on client interactions, negotiations, technical analysis, and program design. This position also supports new client onboarding, anticipates problems through client or underwriter communications, and manages the marketing submission process with carriers. The Account Manager will receive and review quotes, generate proposals, process policies, and handle various administrative tasks including premium allocations, certificate of insurance requests, basic contract reviews, policy endorsements, and resolving coverage discrepancies.

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.

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 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.
Supports and demonstrates IMA’s core values.
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.