Senior Account Manager

IMA Financial Group•Dallas, TX

15d

About The Position

The Senior Account Manager serves as the day-to-day contact for client requests across a book of Mid-Market and Large/Complex accounts. With direction from the Account Executive, the role prepares or delegates renewal materials and manages client interactions, meetings, negotiations, technical analysis, and insurance program design with minimal oversight. The position also supports new-business efforts and client onboarding, anticipates client needs, and develops proactive solutions. The Senior Account Manager creates marketing submissions using client workbooks, manages carrier negotiations, reviews quotes for accuracy and alignment with requested coverages and terms, prepares proposals, and coordinates policy processing with the applicable Center of Excellence (COE). The role may also lead, mentor, or manage other Account Managers, maintain team quality standards, and work with the Commercial Lines Leader on department strategies, needs, and performance. Some travel is required, up to 30% depending on the book of business and industry.

Requirements

At least 5 years of applicable insurance experience.
Ability to work within AMS and maintain data-completeness standards.
Strong organizational skills.
Ability to work independently and lead special project assignments.
Ability to build relationships with underwriters and clients.
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.

Nice To Haves

Specialty insurance experience.
Holds or is pursuing a formal specialty designation, such as ARM, CPCU, or an industry-specific designation.

Responsibilities

Support and demonstrate IMA’s core values and recognize the importance of diversity, equity, and inclusion among associates.
Serve as the day-to-day contact for client requests within a book of Mid-Market and Large/Complex accounts.
Prepare or delegate renewal materials, including premium and loss summaries, exposures, coverage comparisons, and premium and rate information, under the Account Executive’s direction.
Facilitate meetings and manage client interactions, negotiations, technical analysis, and program design with minimal oversight from the Account Executive.
Support new-business efforts and assist the Account Executive with onboarding new clients.
Anticipate client problems and provide proactive solutions.
Create marketing submissions using client workbooks and manage ongoing carrier negotiations under the Account Executive’s direction.
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 review or completion.
Receive policies, send instructions to the applicable COE, communicate negotiation changes to the COE, and process policies when needed.
Perform premium allocations, prepare surplus lines and Certificate of Insurance request templates, manage master approvals and on-demand certificates, conduct basic contract reviews, process policy endorsements, resolve coverage and premium discrepancies, and audit expired or non-renewed policies.
As needed, serve as a team lead, mentor, or manager for other Account Managers; maintain team quality-control standards and work with the Commercial Lines Leader on department strategies, needs, and performance.
Travel as needed, up to 30% depending on the book of business and industry.