About this role
Account Manager - P&C
Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
- Partners with AE on client interactions, negotiations, technical analysis, and program design
- Supports AE with new client onboarding
- Building ability to anticipate problems through client or underwriter communications or industry changes
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies
Required Experience and Skills include but are not limited to:
- Ability to work within AMS and maintain data completeness standards
- Strong organizational skills
- Ability to work independently
- Ability to build underwriter and client relationships
- Ability to delegate to appropriate parties when necessary
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Holds or is pursuing general insurance designation (preferred)
- Some travel required (up to 20% depending on book of business & industry)
- Strong communication skills both written and verbal
Competencies & Traits:
- Professionalism
- Manage Client Relationships
- Agility/Flexibility
- Interpersonal skills
- Communicating
Salary Range
$100,000—$200,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you