Executive Risk Solutions Specialist

IMA Financial GroupDenver, KS
Hybrid

About The Position

IMA's Executive Risk Solutions (ERS) team is seeking a Specialist to join our group! This is a great opportunity for anyone looking to start or continue their career in the Business Insurance space by working closely within the ERS team and alongside other IMA servicing teams and carriers to meet client needs. A successful applicant must have strong problem-solving abilities, be adaptable, possess professionalism, and strong communication and relationship building skills. This role can be located in our Wichita, KS, Overland Park, KS, or Denver, CO offices and is eligible for hybrid scheduling!

Requirements

  • 2 to 5 years of experience in Business Insurance; 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 preferred
  • Property & Casualty License required
  • Written and verbal communication competencies required
  • Critical: Tracking all tasks to applicable deadlines
  • Ability to handle high volume demands accurately with little lead time
  • Ability to respond timely and accurately

Responsibilities

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
  • With moderate guidance: Send out detailed renewal requests to service teams within IMA
  • Preliminarily check and compare new and renewal quotes comparing to expired programs / policies and applications for coverage
  • Limited brokering of Executive Risk deals may be required
  • With minimal guidance: Policy processing in accordance with IMA workflow standards
  • Maintain EPIC data integrity
  • Pull applications as requested by P&C service teams
  • Follow up on quotes due for the ERS team as requested
  • Send bind requests in accordance with the instructions provided by ERS associate
  • Follow up and review binders for accuracy and work with other service teams to deliver seamless internal service
  • Follow-up with service teams on subjectivities needed for policy issuance and finalize with insurance carriers
  • Record keeping (I.e. extensions, revenues, renewal dates, etc.) / Business tracking
  • Produce historical renewal data for ERS team and service teams
  • EPIC related data entry for all ERS associates / file documentation
  • Foster relationships (P&C team, insurance carriers, etc.) and collaboration with different IMA divisions and offices

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Well-Being Stipend
  • Personal and Professional Development
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