Account Manager (Commercial Lines)

Job Locations US-CO-Denver
Job ID
2020-1795
Posted Date
9/25/2020
Department
IMA Select

What You’ll Do

As a Client Advisor you will participate and partner with a team in coordinating and providing IMA Select services to our commercial clients involving a high degree of complexity and responsibility.    

  • Responsible for coordinating account servicing needs during the policy year for accounts in accordance with IMA Select P&C Service Expectations including, ordering and processing endorsements, audits, auto ID cards, invoicing.
  • Coordinate the preparation of new and renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters.
  • Responsible for preparing proposal of final coverages and presenting to the client and for negotiating coverage and premium issues with the company on renewal business as needed.
  • Assist in developing sales of new or additional lines of coverage.
  • Develop and maintain proactive communication level with clients. Apprise Producers of any potential issues that may arise.
  • Actively support the team by participating in the completion of all duties required to complete a project and service an account
  • Coordinate strategy meetings and participate in client account review meetings, marketing meetings and/or trips and client proposal presentations
  • Be accountable for maintaining account files in Epic database.
  • Responsible for resolving coverage and premium discrepancy issues.

You Should Have:

  • Three to five years of similar or related experience
  • Education that is equivalent to a college degree (College Degree Preferred)
  • Actively working towards a professional designation programs such as CISR, AU, CPCU etc.
  • Industry class experience to include Commercial Lines products
  • A Property and Casualty license required for state of business and will fulfill continuing education requirements to retain the license.
  • The ability to interpret insurance documents
  • Strong written and oral communication skills
  • Strong Math skills
  • Strong common sense and ability to handle standard situations, handling and prioritizing multiple tasks
  • Expertise with Excel, rates, ratios, percentages, discounts and commissions
  • Proficiency in computer skills and programs such as Microsoft Office
  • The willingness to complete additional duties and take on additional responsibility as the need arises

 

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.

  • 2018 Dallas Business Journal Best Places to Work
  • 2016 Fortune's Top 50 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

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