Senior Global Account Manager

IMA Financial Group

• $100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant experience in insurance or related fields
  • Associate's or bachelor's degree preferred, or equivalent experience
  • Professional designation or license (CISR and/or CIC) is a plus
  • Intermediate experience with EPIC Applied Systems preferred
  • Proficient in MS Office Suite (Teams, PowerPoint, Outlook, Word, Excel)
  • Strong written and oral communication skills required
  • Strong analytical and insurance interpretation skills required

Responsibilities

  • Support and embody IMA's core values
  • Promote diversity, equity, and inclusion within the team
  • Prepare and market global new business and renewal submissions
  • Intake and process service requests from market offices
  • Request loss runs from carriers and international brokers
  • Verify and reconcile premium and commission accuracy
  • Act as liaison between service teams and international broker partners

Benefits

  • Annual performance bonus
  • Stock purchase options
  • Comprehensive medical, dental, and vision plans
  • Family assistance program
  • Flexible spending accounts (FSA) and health savings accounts (HSA)
  • 401(k) retirement plan
  • Paid time off and flexible work options
  • Sabbatical and gift matching programs
  • Personal and professional development opportunities
Full Job Description
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
  • Supports and demonstrates IMA's core values.
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
  • Under moderate guidance, prepare and market global new business & renewal submissions, including gathering information and the marketing and/or delivery of submissions to underwriters.
  • Under minimal guidance, intake service requests from all IMA market offices and process or assign accordingly.
  • Request loss runs from carriers and international broker partners.
  • Verify and reconcile accuracy of premium and commissions and prepare commissions statements for internal and external use as required.
  • Under minimal guidance, responsible for policy and information entry of accounts for all internal and partner data systems.
  • Act as liaison between IMA service teams and international broker partners for reverse flow accounts.
  • Responsible for creation of commission allocations for foreign revenues.
  • Responsible for creation of account workbooks, comparison spreadsheets, and summaries for all submitted, sold and bound coverages.
  • Interact professionally and timely with clients and external partners via email, phone, and in-person.
  • Responds in a timely, accurate and friendly manner to Producers, Practice Leads, Account Executives, Account Managers, and other internal associates.
  • Support the department team by participating in the completion of all duties required to complete a project and service an account.


REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
  • At least 5 years of similar or related experience
  • Associate's or bachelor's degree preferred or equivalent experience
  • Attains and/or maintains professional designation or license: CISR and/or CIC
  • Intermediate EPIC Applied Systems experience preferred
  • Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word, and Excel)
  • Limited travel required (less than 25%)
  • Required: strong written and oral communication skills
  • Required: strong analytical and insurance interpretation skills

COMPETENCIES & TRAITS:
  • Professionalism
  • Self-Direction
  • Manage Client Relationships
  • Problem Solving
  • Communicating

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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, 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.

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