IMA Financial Group, Inc. · 5 months ago
Account Manager - Select Commercial
Charlotte, NC
Full-time
Onsite
Mid LevelIMA Financial Group is a recognized leader in the insurance industry, known for putting associates first and fostering an entrepreneurial environment. The Client Advisor role focuses on delivering exceptional service to business risk clients, managing relationships, and facilitating the application and renewal processes for insurance policies.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process
Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to client with appropriate correspondence
Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions and exposures. Works with client to design insurance plan based on this information
Solicits additional lines of business and referrals, completes submissions and markets with core carriers, when possible
Reviews policy audits for accuracy and works with the customer and company to facilitate corrections
Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations
Sets up customer access to Zywave and assists with questions
Prepares summaries of insurance, schedules and proposals
Works with client on policy cancellations and aged receivable issues
Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings
Assists or completes other tasks as directed by the VP/SVP Producer and/or Business Risk Practice Leader
Qualification
Required
Hold and maintain a NC Insurance Agent license
Prior experience as a Client Associate or similar position
Minimum high school graduate
Preferred
College degree and/or commercial insurance experience and industry designations preferred
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
IMA Financial Group, Inc.
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.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase