IMA Financial Group

Senior Account Manager (Commercial Lines)

Dallas, TX; Fort Worth, TX · Senior

Sponsorship not specifiedDetected 23 hours ago

SalesAccount ManagementExcelCommunicationOrganizational SkillsMicrosoft OfficeUnderwriting

About the role

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
It's this unique ownership business model that makes working at IMA so appealing.
Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.

Supports and demonstrates IMA's core values
Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE
Supports in winning new business & supports AE with new client onboarding
Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers
As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department.
We provide support systems and resources that enable each of our associates to focus on what they do best.
And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

5+ yrs. applicable insurance experience; Private Equity experience strongly preferred
Possesses strong organizational skills
Demonstrates 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 formal specialty designation [ARM, CPCU, Industry specific designation] preferred
Some travel required (up to 30% depending on book of business & industry)
Strong communication skills both written and verbal
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut Top Work Places

Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Being a part of IMA has its benefits.
When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.
These benefits do not apply to internship roles.
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership?

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.