Commercial Associate Account Manager
IMA Financial Group, Inc. is an entrepreneurial, expanding company recognized nationally as a leader in the insurance industry. They are seeking a Commercial Associate Account Manager to support account management tasks, shadow Account Managers, and assist in managing client relationships and insurance negotiations. Responsibilities Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Pursues formal and informal training to develop into Account Manager Demonstrates competencies to own a book of business, but does not yet own a book Shadows AM and assists on renewals Demonstrates proficiency to perform all job tasks with AE & AM oversight, including: 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 and 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 Other general responsibilities include 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 Skills Experience in insurance or related industry Ability to work within AMS and maintain data completeness standards High level of organization and ability to interface with clients and carriers Ability to delegate to appropriate parties when necessary Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) Some travel required (up to 10% depending on book of business & industry) Strong communication skills both written and verbal Benefits 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 Company Overview With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. It was founded in 1974, and is headquartered in Denver, Colorado, USA, with a workforce of 1001-5000 employees. Its website is