Servicing Account Manager (Commercial Lines)

US-KS-Overland Park
Job ID
2017-1194
Posted Date
7/25/2017
Department
Commercial Lines/Diversified

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.

  • 2016 Best Workplaces for Parents
  • 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category
  • 2014 Dallas Business Journal’s Healthiest Employer Finalist
  • 2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal
  • 2014 Kansas City Business Journal’s Healthiest Employer Finalist
  • 2013 Kansas City Business Journal’s Healthiest Employer Honoree
  • 2015 CoBiz Best of Colorado
  • 2014 Colorado Biz Magazine Colorado's "Perk"iest Companies

What You’ll Do

Servicing Account Manager Essential Functions & Responsibilities:

 

  • Responsible for coordinating account servicing needs during the policy year including binders, certificates, auto ID cards, filings, endorsements etc. 
  • Accountable for maintaining account files including Sagitta data base, Image Right, core files and transactional files.
  • Responsible for resolving coverage and premium discrepancy issues.
  • Coordinates the preparation of renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters.
  • Responsible for preparing the proposal of final coverages for the client and for negotiating coverage and premium issues with the company on renewal business as needed.
  • Accountable for delivery of the Schedule of Insurance to the Insured, as well as claims reporting instructions.
  • Actively support the team by participating in the completion of all duties required to complete a project and service an account.
  • Assist in training and growth of team members or other associates as needed. 
  • Coordinate strategy meetings and participate in client account review meetings, marketing meetings and/or trips and client proposal presentations. 
  • Assist in developing sales of new or additional lines of coverage. 
  • Develop and maintain proactive communication level with clients. Appraise Account Executive or Producer of any potential issues that may arise. 

You Should Have:

  • At least three years of similar or related experience
  • A Bachelor’s Degree preferred, or education equivalent to a degree 
  • Excellent written and communication skills
  • Courtesy, tact and diplomacy as much of the work involves personal contact with others inside and/or outside the organization
  • Strong mathematical abilities and reasoning skills
  • The ability to interpret insurance documents
  • The ability to handle and prioritize multiple tasks
  • Expertise and familiarity with Excel, rates, ratios, percentages, discounts and commissions
  • A Property & Casualty license for the state of business and will fulfill continuing education requirements to retain licensing
  • Strong computer proficiency with Microsoft Office products and other programs
  • The willingness to complete additional duties and take on additional responsibilities as the need arises

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.  

 

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