Senior Commercial Account Manager

Responsibilities

• Retain current clients and develop business relationships built on integrity and trust
• Analyze client contracts and negotiate with underwriters for breadth of coverage and competitive pricing
• Manage client service work products to ensure compliance with internal standards and procedures
• Oversee the preparation of certificates, proposals, and accurate documentation for clients
• Review expiring policies with the Account Management Team and obtain updated renewal information
• Assist Account Executives and Producers with policy onboarding and the Broker of Record process
• Act as a mentor to client service staff, providing training and supporting career development
• Communicate potential changes, problems, or concerns from clients or underwriters to the Account Management Team

Requirements

• Minimum 3 years of insurance experience
• Valid State of residency Producer’s license
• High school diploma or equivalent
• Strong written and verbal communication skills
• Computer literacy and demonstrated technical ability
• Strong math aptitude

Preferred Qualifications

• Working towards an industry-approved designation

Benefits

• Annual Performance Bonus and Stock Purchase options
• Comprehensive Medical, Dental, and Vision plans
• 401(k) and various disability insurance coverages
• Paid Time Off, Paid Holidays, and Sabbatical opportunities
• Well-Being Stipend and Personal/Professional Development support
• Flexible Work Options

About the Company

IMA Financial Group is an entrepreneurial, expanding company that operates under a unique ownership business model. We are a nationally recognized leader in the insurance industry, dedicated to putting our associates first and fostering a team-based environment where we win and prosper together.