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- Retain current clients.
- Annually design and execute an individual business / sales plan.
- Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members.
- Help client make more informed decisions with respect to risk treatment options.
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- Retain current clients.
- Annually design and execute an individual business / sales plan.
- Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members.
- Help client make more informed decisions with respect to risk treatment options.
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IMA is currently seeking an account executive to support our growing real estate insurance business. Responsibilities may include but are not limited to:
- Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
- Supports in winning new business and set up of new accounts
- Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant...
Our Advanced Industries Practice is seeking an Account Executive to join our team out of our Denver, CO, office! This is a great opportunity to work side by side with exceptional professionals focusing on the technology, life sciences, advanced manufacturing, and digital asset industries. We are focused on providing excellent service to our clients, developing comprehensive and unique insurance programs that best fit their philosophy and needs.
Essential job responsibilities
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Client Management
- Leads both long- and short-term strategic consultation and planning efforts for client benefit programs
- Ensures programs and plan design are in alignment with all applicable regulatory requirements
- Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
- Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
- Carrier and Vendor Relationships
- Develops...
Account Executives at IMA are key strategic leaders of our P&C service teams, partnering closely with our clients and carriers. We are currently looking to add an experienced insurance professional to this dynamic team based out of our Denver office (also open to remote). Responsibilities may 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
- Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, data completeness within AMS, coverage & premium discrepancy issues, etc.) for all existing accounts
- Supports in winning new...
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Client Management
- Leads both long- and short-term strategic consultation and planning efforts for client benefit programs
- Ensures programs and plan design are in alignment with all applicable regulatory requirements
- Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team
- Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting
- Carrier and Vendor Relationships
- Develops...
Essential job responsibilities include but are not limited to:
- Serves as the primary day-to-day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed.
- Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal ancillary lines of coverage, including but not limited to, creating marketing submissions and managing ongoing negotiations with carriers.
- Owns meeting facilitation, client interactions, negotiations,...
Essential job responsibilities include but are not limited to:
- Serves as the primary day-to-day contact for all client requests within a book of business (primarily Middle Market and Large Market accounts) with direction from the Account Executive, as needed.
- Owns the marketing process for new project policies such as complex Builders Risk and Owners Interest, Liability insurance programs, along with new and renewal ancillary lines of coverage, including but not limited to, creating marketing submissions and managing ongoing negotiations with carriers.
- Owns meeting facilitation, client interactions, negotiations,...
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associate
- Provide quality professional service to clients in all aspects and phases of existing insurance accounts
- Keep Sales Executives fully informed of all important activities on their accounts.
- Monitor expiration list for client accounts and initiate renewal process.
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- Responsible for managing a book of business consisting of mid-size fully insured and partially self-insured clients (51-500 employees) as part of a client team. This position will serve existing clients as well as prospective clients. The ideal candidate will be an enthusiastic team player with a strong aptitude to problem solve, attention to detail, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator.
- Provide excellent client service as the primary day-to-day contact between clients, vendors and internal client teams. Provide accurate and timely responses to client issues. Work closely with members of the client service team. Build relationships with clients.
- Responsible for...
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Work closely with Medicare Advisor(s) to provide non-advice-related support to clients, including maintaining contact with clients to provide or obtain updated information, scheduling client meetings, and responding to administrative client queries.
- Assist Medicare Advisor(s) with the enrollment process of Medicare Supplement/Medigap plans, Stand-Alone Part D Prescription Drug Plans or Medicare Advantage Prescription Drug Plans for...
The business development consultant will be a key contributor to the growth of our employee benefit practice. This associate will serve as the liasion between our sales and service team creating a seamless transition, and act as a subject matter expert resource. Responsibilities may include but are not limited to:
- Manages all aspects of the sales cycle, including creating a strong relationship with potential clients, developing an effective sales strategy, closing deals, and handling post-sale service issues
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ESSENTIAL JOB RESPONSIBILITIES - Director, Business Development, is responsible for the organization of new diligence opportunities. Duties and 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.
- Identify and cultivate relationships with potential clients to understand their financial diligence needs.
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- Interacts professionally and timely with clients via email, phone, and in-person
- Performs functions of the role within an IMA office 60% of the time
- Maintains a proactive approach, focusing on claim resolutions and strategies; advocates for the timely resolution of claim matters
- Communicates pertinent claim information on a timely basis to internal and external clients
- Develops strong working knowledge of Applied Epic and Carrier Interface Systems
- Develops external relationships with internal and external clients
- Assists on Claims Projects, coordinates claim reviews, reports, loss runs, or other tasks as assigned
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- Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant
- Effectively work within EPIC, our agency management system
- Responsible for client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews
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Primary (Essential) Functions:
- Assist producers in handling and processing of new and renewal commercial lines business.
- Provide in-house customer service to clients as assigned and requested.
Major Responsibilities
- Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information.
- Maintain marketing sheet and update in Applied Epic.
- Assist in...
- Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files
- Manage database including policy information and specification information
- Order, check, and process endorsements and audit
- Preparation of renewal information for renewal marketing
- Invoicing of all documents
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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.
- Prospect and qualify new accounts which meet the IMA Select criteria.
ESSENTIAL JOB RESPONSIBILITIES (but are not limited to)