Senior Account Manager (Commercial Lines)

Job Locations US-TX-Dallas
Job ID
Posted Date
Commercial Lines/Dallas

What You’ll Do

Actively participate in team consisting of Sales/Account Executives, Servicing Account Managers in coordinating and providing IMA services to our commercial clients of moderate to least complexity.


Essential Functions & Responsibilities:

  • Responsible for account servicing needs, direct with client, during the policy year, including binders, certificates, auto ID cards, filings, endorsements etc. Accountable for maintaining account files including Sagitta data base, core files and transactional files. Responsible for resolving coverage and premium discrepancy issues.
  • Responsible for renewal process on designated existing accounts as follows: 1) Request loss runs from insurance carriers;  2) Prepare and/or update premium and loss summary on system;  3) Prepare account review according to standards set forth by the IMA Commercial workflow; 4) Prepare renewal submission; 5) Obtain renewal quote via in house rating or negotiations with the company underwriter; 6) Prepare the proposal of final coverages for the client and 7) Follow up until coverage is accepted or declined.
  • Responsible for processing all policies, endorsements, etc. including verifying and reconciling accuracy of premiums and commissions.
  • Set up and maintain follow up for final audits on expired and/or non renewed policies. Process audits and update exposure comparison.
  • Actively support the team by participating in the completion of all duties required to complete a project and service an account.

You Should Have:

  • Two to five years of similar or related experience preferred.
  • Bachelor’s Degree preferred or experience in lieu of a degree.
  • Strong written and verbal communication, a high sense of urgency, and the highest attention to detail.


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.  


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 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


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