Insurance Account Manager

2 days ago

Salt Lake, Utah, United States IMA Financial Group Full time

Job Summary

We are seeking a highly skilled Insurance Account Manager to join our team at IMA Financial Group. As an Insurance Account Manager, you will be responsible for managing a book of business with $900k - 2 Million in revenue, maintaining intimate knowledge of clients' business operations, strategies, and needs throughout the year, and developing and maintaining carrier relationships.

Key Responsibilities

  • Maintain overall responsibility of the entire renewal with the Producer (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
  • 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 documents
  • Prepares for and facilitates meetings with key IMA stakeholders and clients
  • Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
  • Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
  • Develops & maintains carrier relationships
  • Manages a book of business with $900k - 2 Million in revenue
  • Plays a lead role on three or more large/complex client accounts
  • Spends 5-10% of time supporting producers in winning new business

Requirements

  • 7 + years Experience within the insurance industry in a similar role
  • Expertise in construction, real estate, and health services verticals preferred
  • Ability to think strategically based on client's priorities and marketplace cycle
  • Strong communication skills both written and verbal
  • Experience leading and developing people
  • Ability to delegate and hold team & partners accountable
  • Experience working within Applied Epic preferred
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
  • Travel may be required when necessary
  • Maintains increased technical knowledge both insurance industry and book of client's industry
  • Holds at least one general insurance designation

Why IMA Financial Group?

We've built a reputation for putting our associates first. As a member of our team, you'll have the opportunity to develop lasting relationships, earn competitive benefits, and claim part ownership. Our unique ownership business model sets us apart from other companies, and we're committed to providing support systems and resources that enable each of our associates to focus on what they do best.

We work in teams, sell in teams, and win and prosper as a team. Our entrepreneurial spirit and expanding company make us an exciting place to work, and we're recognized nationally as a leader in our industry.

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