Account Manager - P&C

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

• Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)

• Partners with AE on client interactions, negotiations, technical analysis, and program design

• Supports AE with new client onboarding

• Building ability to anticipate problems through client or underwriter communications or industry changes

• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers

• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review

• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed

• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

Required Experience and Skills include but are not limited to:

• Ability to work within AMS and maintain data completeness standards

• Strong organizational skills

• Ability to work independently

• Ability to build underwriter and client relationships

• Ability to delegate to appropriate parties when necessary

• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

• Holds or is pursuing general insurance designation (preferred)

• Some travel required (up to 20% depending on book of business & industry)

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