Senior Account Manager - Advanced Industries Practice

IMA Financial GroupDenver, CO
Hybrid

About The Position

Our Advanced Industries Practice is seeking a Senior Account Manager (Sr. AM) to join our team. The Sr. AM leads complex renewals and day-to-day servicing for a $1.5–$3.0M book (varies by market/complexity) and partners with Account Executives/Producers to deliver a high-quality client experience.

Requirements

  • 7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred.
  • Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy.
  • Strong communication and judgment; able to lead technical discussions, translate trade-offs into decisions, and drive outcomes within delegated authority.
  • Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency.
  • Effective delegation to COE/service partners with consistent quality control and documentation standards.
  • Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions.
  • Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline.
  • Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word).
  • Travel up to 30% (varies by book of business and industry), including carrier and client meetings.
  • Active state property & casualty insurance license.
  • ARM, CPCU, and/or other relevant specialty designations (completed or in progress).

Responsibilities

  • Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
  • Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework.
  • Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations.
  • Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
  • Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
  • Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
  • Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies.
  • Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME).
  • Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service