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IMA Financial Group, Inc. · 18 hours ago

Account Executive - Commercial Lines

St. Petersburg, FL

Full-time

Onsite

Mid Level

3+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, seeking an Account Executive for their Commercial Lines team. The successful candidate will provide client service support to producers and commercial clients, assist with renewals and new business proposals, and ensure client satisfaction through ongoing consulting and service coordination.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations

Accept coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures

Ability to field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance

Assist in the resolution of claims issues with carriers

Provide ongoing, in-person consulting with assigned clients to maximize our retention of accounts. This may entail coordinating service issues with the account service manager assigned to the account and, if needed, assisting personally with the resolution of complex service and billing issues Follow established departmental and agency processes and procedures, tracking activities, client history, and communication with client and documenting them in agency system

When requested, monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office

Assist CSMs with technical coverage and contract reviews

Ability to work with producer to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline

Work with producers on renewals and coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis

Lead the Renewal Timeline process, including: Assist producer and often times lead the marketing effort of commercial accounts to the carriers at renewal including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client's needs and negotiation of final rates and coverage with carriers and other vendors as appropriate

Work with marketing team or Client Service Manager to prepare renewal for submission to marketplace

Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis

Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation

Coordinate the preparation of renewal presentation package with internal staff and assist producer with the presentations of the renewal to major clients

Coordinate client renewals and provide other services as required so that producer can maximize time for new business production

Provide analysis assistance to producer for new prospects related to W3 Advantage Services

Assist the producer and often times lead the marketing effort of commercial accounts to carriers, including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client’s needs and negotiation of final rates and coverage with carriers and other vendors as appropriate

Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis

Work with marketing team/CSM to review for accuracy the quotes and proposal to client. Where necessary, compare and illustrate coverage options for internal or external presentation

Coordinate the preparation of insurance proposal with internal staff and assist producer with the presentation to prospect/client

Actively pursue referral opportunities to other departments

Maintain electronic and/or paper files in an orderly, up-to-date manner

Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary

Be familiar with and follow Agency guidelines, policies and procedures

Qualification

Florida 220 Property & Casualty licenseInsurance designation AAIInsurance designation CICMicrosoft WordMicrosoft ExcelEpic softwareClient service skillsAnalytical skillsTeam collaborationNegotiation skillsCommunication skills

Required

A Bachelor's degree

3 to 5 years of related experience and/or training, or equivalent combination of education and experience

Working knowledge of Microsoft Word & Excel

Florida 220 Property & Casualty license

Preferred

Insurance designation equivalent to AAI or CIC

Experience with Epic software

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

Denver, Colorado, USA

1001-5000 employees