ESSENTIAL JOB RESPONSIBILITIES: to be completed with little to no supervision and guidance include but are not limited to:
- Supports and demonstrates IMA Select's core
- Values and understands the importance of diversity, equality, and inclusion among all IMA associates.
- Responsible for daily account servicing and client advisement needs including but not limited to: handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
- Cultivate and maintain excellent communication and relationships with clients and insurance carriers.
- Interact professionally and timely with clients via email, phone, and in-person
- Develop remarketing strategy in accordance with client servicing standards and market changes.
- Responsible for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
- Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations.
- Assist with the onboarding and training of new associates.
- Serve as a subject matter expert and provide technical expertise to staff.
- Participate in cross-selling new lines of coverage or services on existing accounts.
- Responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
- Attend education classes in combination with individual study programs to expand technical coverage knowledge.
REQUIRED EXPERIENCE AND SKILLS:- Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
- Ability to work independently regarding matters of significance
- Ability to manage accounts with increased complexity
- Ability to analyze insurance quotes and make recommendations
- Ability to think strategically
- Knowledge of policy forms and endorsements
- Excellent written and oral communication and interpersonal skills
- Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
- Strong computer proficiency including Microsoft Office products
- Minimum 5 years of similar or related experience
- Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license
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. 
