Client Manager

IMA Financial Group•Wichita, KS

12d

About The Position

The Client 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, insurance marketing and negotiations, policy processing, and ongoing account service. The Client Manager is expected to anticipate potential problems based on client and underwriter communications or industry changes, maintain accurate data in EPIC, and support IMA’s core values and its commitment to diversity, equity, and inclusion.

Requirements

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 Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel.
Strong written and verbal communication skills.
Some travel is required, up to 20% depending on the book of business and industry.

Nice To Haves

Holds or is pursuing a general insurance designation.

Responsibilities

Support and demonstrate IMA’s core values.
Value and understand the importance of diversity, equity, and inclusion among IMA associates.
Serve as the day-to-day contact for client requests within a book of business, primarily Mid-Market or Emerging accounts, with direction from the Account Executive.
Prepare or delegate relevant renewal materials, including premium and loss summaries, exposures, coverage comparisons, premium, and rate information.
Partner with the Account Executive on client interactions, negotiations, technical analysis, and program design.
Support the Account Executive with new client onboarding.
Build the ability to anticipate problems through client or underwriter communications and industry changes.
Create marketing submissions using the client workbook and, under the Account Executive’s direction, manage ongoing carrier negotiations.
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 and prepare surplus lines and Certificate of Insurance request templates, including master approval.
Handle on-demand certificates, basic contract reviews, policy endorsements, coverage and premium discrepancy issues, and audits of expired or non-renewed policies.