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The IMA Financial Group, Inc. Account Manager (Energy) in Denver, Colorado

  • 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, 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 / 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.

  • Perform 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)

  • Strong communication skills both written and verbal

Competencies & Traits

  • Professionalism

  • Manage Client Relationships

  • Agility/Flexibility

  • Interpersonal skills

  • Communicating

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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. 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. This role is eligible for the following:

Salary Range $57,000-$86,000, 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, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional Development

We’ve built a reputation for putting our associates first

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? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

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.

We are recognized nationally as a leader in our industry

2020 Business Insurance Magazine Best Places to Work in Insurance

2020 Dallas Business Journal Best Places to Work

2018 Dallas Business Journal Best Places to Work

2016 Fortune's Top 50 Workplaces for Parents

2014 Business Insurance Magazine Best Places to Work in Insurance

2014 Dallas Business Journal’s Healthiest Employer Finalist

2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal

2014 Kansas City Business Journal’s Healthiest Employer Finalist

2013 Kansas City Business Journal’s Healthiest Employer Honoree

2015 CoBiz Best of Colorado

2014 Colorado Biz Magazine Colorado's "Perk"iest Companies

Advertised Title: Account Manager (Energy)

ID: 2021-1962

Posted Date Formula: 2/19/2021

External Company URL: www.imacorp.com

Street: 1705 17th Street

Compensation & Benefits (Text Only): 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. 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. This role is eligible for the following:

Salary Range $57,000-$86,000, 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, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional Development

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