What are the responsibilities and job description for the Account Manager - Hospitality position at IMA Financial Group?
We are seeking an Account Manager to join our Property & Casualty Hospitality lines team! This person will serve 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 all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements.
Responsibilities include, but are not limited to :
- Partner with Account Executives on client interactions, negotiations, technical analysis, and program design and support with new client on-boarding
- Build ability to anticipate upcoming needs and changes through client or underwriter communications or industry changes
- Assist in the creation of marketing submissions and manage ongoing negotiations with carriers
- Receive quotes, review for accuracy and desired coverages, terms, pricing from submission, generate and populate the proposals, and send to Account Executive for completion / review
- Receive policies, send instructions to the applicable Center of Excellence representative, and keep Center of Excellence team abreast of any changes that occur during negotiations
- Perform premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation and 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
- Other duties that fall within scope of the job
- Support and demonstrate IMA's core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Required skills and experiences :
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Compensation & Benefits
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 :
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, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
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
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.
