Demo

Assistant Underwriter/Towerstone Select

IMA Financial Group
IMA Financial Group Salary
Cleveland, OH Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 6/25/2025

What You'll Do

  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Prepares information needed to market new and renewal business
  • Identifies and assesses business that may fit into carrier programs
  • Independently interfaces with clients and carriers to solve problems and answer questions
  • Develops and maintains proactive communication with clients
  • Reviews and analyzes quotes, and negotiates the terms of the transaction
  • Prepares draft proposals, submissions, and quotes
  • Monitors market changes and performs marketing activities as needed by Broker
  • Maintains knowledge of insurance coverages, carriers, and their business practices
  • Gathers underwriting information from retail agents
  • Assists with invoice management
  • Provides exceptional customer service to incoming calls
  • Executes other duties as assigned

You Should Have

  • 2 years of insurance industry experience
  • Commercial underwriting experience preferred
  • Advanced computer skills, to include typing, MS Office, and Excel software
  • Excellent verbal and written communications skills, to include presentation skills
  • Strong attention to detail
  • Strong time management and organizational skills
  • Applicable state P&C license required
  • Excess and Surplus license a plus
  • Strong sales and marketing skills
  • Solid business acumen
  • Interest in continued education and professional development
  • Excellent interpersonal skills, both internally and externally

#LI-AG1


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

  • 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
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

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.

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