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

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.

  • 2016 Fortune's Top Workplaces for Parents

  • 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category

  • 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

As an Account Manager, you will participate in a team consisting of Sales/Account Executives and Servicing Account Managers in coordinating and providing IMA services to our commercial clients.

  • Process all policies, endorsements, etc.

  • Working in conjunction with the Servicing Account Manager, you will have responsibility for account servicing needs during the policy year including: binders, certificates, auto ID cards, filings, ordering endorsements, etc.

  • Accountability for maintaining account files including Sagitta database, core files and transactional files

  • Assist in risk and exposure analysis and complete renewal process

  • Request loss runs from insurance carriers

  • Prepare and/or update premium and loss summary on system

  • Prepare account review according to standards set forth by the IMA Commercial workflow

  • Coordinate time frames with Servicing Account Manager

  • Verify and reconcile accuracy of premiums and commissions

  • Set and maintain follow-up for final audits on expired and/or non-renewed policies

  • Communicate to Account Managers regarding the account review information and the bind coverage information in conjunction with workflow standards

  • Process audits and update exposure comparison

  • Support the team by participating in the completion of all duties required to complete a project and service an account

  • At least three years of similar or related experience

  • A Bachelor’s Degree preferred, or education equivalent to a degree

  • Excellent written and communication skills

  • Courtesy, tact and diplomacy as much of the work involves personal contact with others inside and/or outside the organization

  • Strong mathematical abilities and reasoning skills

  • The ability to interpret insurance documents

  • The ability to handle and prioritize multiple tasks

  • Expertise and familiarity with Excel, rates, ratios, percentages, discounts and commissions

  • A Property & Casualty license for the state of business and will fulfill continuing education requirements to retain licensing

  • Strong computer proficiency with Microsoft Office products and other programs

  • The willingness to complete additional duties and take on additional responsibilities as the need arises

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.

ID: 2017-1222

Posted Date Formula: 6/16/2017

Department: Commercial Lines/Construction

External Company URL: www.imacorp.com