Senior Account Manager

IMA Financial Group•Dallas, TX

11d

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, meeting facilitation, negotiations, technical analysis, and program design with minimal oversight. The position also supports new-business efforts and client onboarding, anticipates client needs, and works proactively to resolve problems. The Senior Account Manager prepares marketing submissions using client workbooks, manages carrier negotiations, reviews quotes for accuracy and coverage, terms, and pricing, and prepares proposals for Account Executive review. The role coordinates policy processing with applicable centers of excellence (COEs), performs premium allocations and related insurance-service tasks, and addresses coverage or premium discrepancies. As needed, the position may serve as a team lead, mentor, or manager, maintaining quality standards and collaborating 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. The role is eligible for an annual performance bonus and the benefits and rewards listed in the posting. Final offer amounts depend on factors including geographic location, relevant experience, and knowledge, skills, and abilities.

Requirements

At least 5 years of applicable insurance experience; specialty experience is preferred.
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.
Some travel required, up to 30% depending on book of business and industry.

Nice To Haves

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

Responsibilities

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 wins and assist the Account Executive with onboarding new clients.
Anticipate client problems and proactively provide solutions.
Create marketing submissions using client workbooks and manage ongoing negotiations with carriers under the Account Executive’s direction.
Receive and review quotes for accuracy and alignment with desired coverages, terms, and pricing; generate and populate proposals and submit 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, 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, and/or manager for other Account Managers, maintain team quality-control standards, and work with the Commercial Lines Leader on department strategies, needs, and performance.
Support and demonstrate IMA’s core values and understand the importance of diversity, equity, and inclusion among IMA associates.