Account Manager (Cannabis/Diversified)

Job Locations US-CA
Job ID
Posted Date
Commercial Lines/Diversified

What You’ll Do

Actively participates in commercial lines service team consisting of Sales, Account Executives, and Account Managers in coordinating and providing IMA services to our clients across a diverse range of industries.

  • Working knowledge of commercial Property & Casualty insurance accounts. Experience with Cannabis & Wholesale placements is a plus.
  • In conjunction with the rest of the IMA service team, responsible for all account servicing needs through direct communication with the client, including but not limited to, binders, certificates, auto ID cards, filings, endorsements, policy checking etc. Accountable for maintaining account files and relevant documents within the IMA document management systems Background utilizing the Applied Epic software is a plus.
  • Coordinates and is an active participant in the entire renewal process including identifying and compiling exposures and renewal information from the client, delivery of submissions and quote negotiations with carriers, and participation in client strategy and proposal meetings.
  • Research and compile answers to client policy and coverage questions
  • Responsible for preparing the proposal of final coverages for the client including coverage and pricing comparisons for all relevant options Reviews all bound policy documents to identify any discrepancies between quoted options and final bound items.
  • Actively support the team by participating in the completion of all duties required to complete any specialized projects and services needed for the account.
  • Comply with IMA workflow standards in order to adhere to IMA’s best practices
  • Ongoing insurance education classes and designations. CIC, CPCU, or other insurance designations are preferred.

You Should Have:

  • Two to five years of similar or related experience.
  • A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in‑house training or apprenticeship program.
  • Prefer college graduate.
  • Strong written and oral communications skills.
  • Ability to interpret insurance documents. 
  • Familiarity with ratios, percentages, discounts and commissions. 
  • Property and casualty license required for state of business.  Must fulfill continuing education requirements to retain license. 
  • Strong computer proficiency and multitasking necessary. 
  • Willingness to complete additional duties and take on additional responsibility 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.  


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 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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