What You'll Do- Retain current clients.
- Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client.
- Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by client.
- Manage client service work product ensuring compliance of internal standards and procedures.
- Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed.
- Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing. Refer unacceptable results to Account Executive promptly.
- Prepare accurate proposals.
- Place coverage, oversee invoicing, and document to client.
- Assist in account reconciliations, as requested or as needed.
- Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity.
- Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.
- Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters.
- Prepare various displays or other documentation, as requested by the Account Executive or client.
- Adhere to all IMA policies and procedures including active participation in IMA's commitment to quality management and control.
- Complete projects upon management's request.
- Work with other Account Team members to ensure client needs are met.
- Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship.
- Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested.
- Assist Account Executives and Producers with Policy Onboarding, Review and oversee the Broker of Record Process.
- Additional projects as requested by management.
You Should Have- Strong written and verbal communication skills.
- Computer literacy and demonstrated ability.
- Math aptitude.
- State of residency Producer's license
- High school diploma or equivalent
- Minimum 3 years insurance experience
- Working towards industry-approved designation
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Compensation & BenefitsBeing 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, Well-Being Stipend, 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.
*These benefits do not apply to internship roles. 
