Account Manager

IMA Financial Group•Birmingham, AL

28d•Hybrid

About The Position

This role supports and demonstrates IMA’s core values, including a commitment to diversity, equity, and inclusion. The Account Manager serves as the primary day-to-day contact for client requests within a designated book of business (Mid-Market or Emerging accounts), working under the direction of the Account Executive. Responsibilities include preparing renewal materials, partnering with the Account Executive on client interactions, negotiations, and program design, and supporting new client onboarding. The role involves anticipating problems, creating marketing submissions, managing carrier negotiations, reviewing quotes, generating proposals, processing policies, and performing various administrative tasks such as premium allocations, certificate preparation, contract reviews, and policy endorsements. The position requires strong organizational skills, the ability to work independently, build relationships with underwriters and clients, and delegate tasks effectively. Experience with MS Office products is essential, and some travel is required.

Requirements

P&C license required
Min of two years Commercial Lines experience required
Ability to work within 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)
Some travel required (up to 20% depending on book of business & industry)

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
Building ability to anticipate problems through client or underwriter communications or industry changes
Using 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