Associate Account Manager

IMA Financial Group•Salt Lake City, UT

40d•Hybrid

About The Position

This role supports and demonstrates IMA’s core values, including a commitment to diversity, equality, and inclusion. The Associate Account Manager is responsible for daily account servicing and client advisement needs. This includes handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in the agency management system, claims advising, endorsements, evidence of insurance, and auto ID cards. The position also involves cultivating and maintaining excellent communication and relationships with clients and insurance carriers, interacting professionally and timely via email, phone, and in-person. A key responsibility is assisting with the renewal process for an assigned book of business, which includes preparing pre-renewal summaries, online quoting, reviewing quotes, negotiating terms and premiums, preparing final quotes and proposals, binding coverage, and issuing renewal invoices. The role requires participation in conference calls and periodic client meetings to ensure adequate asset protection and responsibility for following up on accounts receivable items in accordance with IMA policy. Continuous learning is expected through education classes and individual study programs to expand technical coverage knowledge.

Requirements

Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment.
Ability to analyze insurance quotes and make recommendations.
Excellent written and oral communication and interpersonal skills.
Math skills required, involving familiarity with ratios, percentages, discounts, and commissions.
Strong computer proficiency including Microsoft Office products.
1-2 years or more of similar or related experience.
Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license. If not current – then must obtain within 6-12 months.

Nice To Haves

Knowledge of policy forms and endorsements preferred.

Responsibilities

Supports and demonstrates IMA’s core values.
Values and understands the importance of diversity, equality, and inclusion among all IMA associates.
Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
Cultivates and maintains excellent communication and relationships with clients and insurance carriers.
Interacts professionally and timely with clients via email, phone, and in-person.
Assist with renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected.
Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
Attends education classes in combination with individual study programs to expand technical coverage knowledge.