Senior Account Manager – Advanced Industries Practice

🕒 vor 5 Tagen

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $74.000 - $112.000 / Jahr

⏰ Vollzeit

🟠 Senior

💰 Account Manager

Jetzt Bewerben

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IMA Financial Group, Inc.

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 1980

💸 Finanzen

🏢 Unternehmen

💰 Private Equity Round im 2020-11

Finance • Insurance • Enterprise

IMA Financial Group, Inc. ist ein diversifiziertes Finanz- und Versicherungsdienstleistungsunternehmen, das spezialisierte Versicherungslösungen für verschiedene Branchen anbietet, darunter Agrarwirtschaft, Bauwesen, Digital Risk, Bildung, Energie, Gesundheitswesen, Gastgewerbe, Lebenswissenschaften, Fertigung, Schifffahrt, Private Equity, Immobilien und Technologie. Das Unternehmen bietet eine breite Palette von Versicherungsdienstleistungen an, wie z. B. Unternehmensversicherungen, Mitarbeiterleistungen, private Versicherungen, Altersvorsorgelösungen, Großhandelsversicherungen, Vermögensverwaltung und mehr. IMA ist bestrebt, Vermögenswerte zu schützen und Herausforderungen vorherzusehen, um sicherzustellen, dass die Kunden auf die Zukunft vorbereitet sind. Das Unternehmen legt großen Wert auf den Einfluss in der Gemeinschaft, Philanthropie und kundengesteuerte Lösungen und unterstützt sowohl Innovation als auch die Verbesserung der Gemeinschaft.

Beschreibung

• Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer. • Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework. • Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations. • Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy. • Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts. • Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs. • Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies. • Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME). • Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

🎯 Anforderungen

• 7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred. • Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy. • Strong communication and judgment; able to lead technical discussions, translate trade-offs into decisions, and drive outcomes within delegated authority. • Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency. • Effective delegation to COE/service partners with consistent quality control and documentation standards. • Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions. • Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline. • Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word). • Travel up to 30% (varies by book of business and industry), including carrier and client meetings. • Active state property & casualty insurance license. • ARM, CPCU, and/or other relevant specialty designations (completed or in progress).

🏖️ Vorteile

• Annual Performance Bonus • Stock Purchase • Medical Plans • Prescription Drugs • Dental • Vision • Family Assistance Program • FSA • HSA • Pre-Tax Parking Plan • 401(k) • Life/AD&D • Accident • Critical Illness • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident • Identity Theft • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Well-Being Stipend • Personal and Professional Development