Account Manager

IMA Financial Group•Wichita, KS

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, preparing renewal materials, partnering on client interactions, and managing the marketing submission process with carriers. This position involves building relationships with clients and underwriters, anticipating problems, and ensuring accuracy in quotes and policy details. The role also includes performing various administrative and analytical tasks related to policy management, such as premium allocations, certificate issuance, and basic contract reviews.

Requirements

P&C License strongly preferred or must be obtained within the first 90 days of employment.
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).
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

Serve 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.
Prepare (or delegate where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.).
Partner with AE on client interactions, negotiations, technical analysis, and program design.
Support AE with new client onboarding.
Build ability to anticipate problems through client or underwriter communications or industry changes.
Create the marketing submission and manage ongoing negotiations with carriers using the client workbook, under the direction of the Account Executive.
Receive quotes, review for accuracy and desired coverages, terms, pricing from submission, generate and populate the proposal, and send to Account Executive for completion/review.
Receive policies, send instructions to the applicable COE, and keep COE abreast of any changes that occur during negotiations with ability to process the policy if needed.
Perform 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.