ERS Sr. Broker

IMA Financial Group•Denver, CO

3d•$70,000 - $120,000

About The Position

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including: preparation of submissions market searches presentations to underwriters communications to service team members including AE/Producers analysis of contracts and financial statements as necessary preparation of proposals Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards Claims advocacy as needed on non-complex claims Reads and understands the basic components of a financial statement Reads, understands, and articulates the details of an organizational chart Knowledge of the ERS workflows and responsibilities Maintains EPIC integrity of data in accordance with workflow

Requirements

4 to 7 years of experience in Executive Risk or Management Liability preferred
Bachelor’s degree preferred or equivalent experience
Technical education development (Management Liability Specific classes, designations, etc.)
Intermediate Microsoft Office skills required
Property & Casualty License required
Written and verbal communication competencies required
Critical: Tracks all tasks to applicable deadlines
Handles high volume demands accurately with little lead time
Responds timely and accurately
#LI-JS1

Responsibilities

marketing
negotiations and placements of new and renewal business including: preparation of submissions market searches presentations to underwriters communications to service team members including AE/Producers analysis of contracts and financial statements as necessary preparation of proposals
Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
Claims advocacy as needed on non-complex claims
Reads and understands the basic components of a financial statement
Reads, understands, and articulates the details of an organizational chart
Knowledge of the ERS workflows and responsibilities
Maintains EPIC integrity of data in accordance with workflow