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IMA Financial Group

Insurance, risk management, and wealth advisory

Account Manager - P&C

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeChicago, IL, USA

About the Job

Requirements

  • Ability to work within AMS and maintain data completeness standards.
  • Experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel.
  • Strong organizational skills.
  • Ability to work independently.
  • Ability to build underwriter and client relationships.
  • Ability to delegate to appropriate parties when necessary.
  • Strong written and verbal communication skills.
  • A general insurance designation is preferred or in progress, but is not required.
  • Some travel is required, up to 20% depending on the book of business and industry.

Responsibilities

  • Serve as the day-to-day contact for client requests within a book of business, primarily Mid-Market or Emerging accounts, under the direction of the Account Executive; prepare or delegate relevant renewal materials, including premium and loss summaries, exposures, coverage comparisons, and premium and rate information.
  • Partner with the Account Executive on client interactions, negotiations, technical analysis, and program design.
  • Support the Account Executive with new client onboarding.
  • Anticipate problems through client or underwriter communications and industry changes.
  • Use the client workbook and, under the Account Executive's direction, create marketing submissions and manage ongoing negotiations with carriers.
  • Receive quotes; review them for accuracy, desired coverages, terms, and pricing against the submission; generate and populate proposals; and send proposals to the Account Executive for completion or review.
  • Receive policies, send instructions to the applicable COE, keep the COE updated on changes during negotiations, and process policies when needed.
  • Perform premium allocations, prepare surplus lines and Certificate of Insurance request templates, manage master approvals and on-demand certificates, conduct basic contract reviews, process policy endorsements, resolve coverage and premium discrepancies, and audit expired or non-renewed policies.
  • Support and demonstrate IMA's core values.
  • Value and understand the importance of diversity, equity, and inclusion among IMA associates.

Desired Qualifications

  • Professionalism.
  • Manage client relationships.
  • Agility and flexibility.
  • Interpersonal skills.
  • Communicating.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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