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Account Manager - Commercial Insurance

Company: IMA Financial Group, Inc.
Location: Wichita
Posted on: November 11, 2019

Job Description:

Servicing Account Manager Essential Functions & Responsibilities:

  • Responsible for coordinating account servicing needs during the policy year including binders, certificates, auto ID cards, filings, endorsements etc.
  • Accountable for maintaining account files including Sagitta data base, Image Right, core files and transactional files.
  • Responsible for resolving coverage and premium discrepancy issues.
  • Coordinates the preparation of renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters.
  • Responsible for preparing the proposal of final coverages for the client and for negotiating coverage and premium issues with the company on renewal business as needed.
  • Accountable for delivery of the Schedule of Insurance to the Insured, as well as claims reporting instructions.
  • Actively support the team by participating in the completion of all duties required to complete a project and service an account.
  • Coordinate strategy meetings and participate in client account review meetings, marketing meetings and/or trips and client proposal presentations.
  • Assist in developing sales of new or additional lines of coverage.
  • Develop and maintain proactive communication level with clients. Apprise Account Executive or Producer of any potential issues that may arise.
    You Should Have:
    • Two or more years of similar or related experience.
    • A Bachelor's Degree preferred, or education equivalent to a degree
    • Excellent written and communication skills
    • Courtesy, tact and diplomacy as much of the work involves personal contact with others inside and/or outside the organization
    • Strong mathematical abilities and reasoning skills
    • The ability to interpret insurance documents
    • The ability to handle and prioritize multiple tasks
    • Expertise and familiarity with Excel, rates, ratios, percentages, discounts and commissions
    • A Property & Casualty license for the state of business and will fulfill continuing education requirements to retain licensing
    • Strong computer proficiency with Microsoft Office products and other programs
    • The willingness to complete additional duties and take on additional responsibilities as the need arises 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.

Keywords: IMA Financial Group, Inc., Wichita , Account Manager - Commercial Insurance, Executive , Wichita, Kansas

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