Address
Form of workWhat You'll Do
Essential job responsibilities include but are not limited to:
- Serves as the primary day-to-day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed.
- Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal ancillary lines of coverage, including but not limited to, creating marketing submissions and managing ongoing negotiations with carriers.
- Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from Account Executive.
- Demonstrated ability to anticipate client problems and provide solutions proactively.
- Receives quotes, reviews for accuracy/desired coverage's, terms, and pricing, and discusses with Account Executive.
- Receives policies from carriers, and advises Account Specialist of any next steps.
- Ability to perform premium allocations, surplus lines tax calculations, renewal and new business certificate of insurance master template preparation and approval, on-demand certificates, policy endorsements, resolving coverage and premium discrepancy issues, and managing coordination of audits on expired and/or non-renewed policies.
- Conducts contract reviews with respect to insurance requirements and understands various terminology to ensure clients coverage needs are adequately addressed.
- Provides timely responses on client matters, including internal clients (team, other departments, etc.) to ensure adequate service standard needs are met.
- Supports and demonstrates IMA's core values.
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
You Should Have
A minimum of 4+ years applicable insurance experience with a focus on Real Estate, Construction, or Hospitality accounts, preferred
Holds an Active Property & Casualty insurance license
Holds or is currently pursuing general insurance designation (preferred)
Results-driven achiever with exemplary planning and organizational skills, along with strong attention to detail
Strong understanding of Property, General Liability, Umbrella/Excess, Workers Compensation, and other risk programs
Ability to work within agency management system (Applied EPIC),as well as maintain data completenessand teams established workflow standards
Strong organizational skills focused on attention to detail, accuracy and high quality work product, including but not limited to, the ability to manage multiple priorities and projects with competing priorities
Strong communication skills both written and verbal
Demonstrated ability to build underwriter and client relationships
Ability to work independently, and lead project special assignments
Ability to delegate to appropriate parties when necessary
Experience with Microsoft Office products required (specifically Excel, Outlook, Teams, and Word)
Some travel may be required (up to 10% depending on assigned book of business)
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut TopWork Places
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to Work
- 2021-2023 Charlotte Business Journal's Best Places to Work
- 2021-2023 Los Angeles Business Journal's Best Places to Work
- 2021-2023 The Salt Lake City Tribune TopWork Places
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
