IMA Financial Group, Inc. · 5 days ago
Account Manager (Advanced Industries)
Denver, CO
Full-time
Onsite
Mid, Senior Level
$74K/yr - $100K/yr
5+ years expIMA Financial Group, Inc. is seeking an Account Manager for their Advanced Industries Practice in Denver, CO. The role involves managing client relationships, preparing renewal materials, and facilitating client interactions while developing insurance programs tailored to client needs.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Serves as the day-to-day contact for all client requests within assigned book of business (comprised of a mix of Mid-Market & Large/Complex accounts) with approximate revenue of $1.5 Million to $2 Million, depending on types/sizes of accounts
With guidance from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Exposure Updates, Applications, Premium & Loss Summary, Coverage Comparison, Premium & Rate Comparison, etc.)
Using the client workbook, and with guidance of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers
Receives quotes, reviews for accuracy and desired coverages, terms, pricing based on submission, generates and populates the proposal and sends to Account Executive for completion/review
Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with oversight from Account Executive
Supports in winning new business & supports Account Executive with new client onboarding
Demonstrates ability to anticipate client problems and provide solutions proactively
Develops and maintains carrier relationships
Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
Performs (or delegates where applicable) premium allocations, surplus lines template preparation, certificate of insurance template preparation & master approval, requests for on-demand certificates, basic contract reviews, policy endorsements processes; resolves coverage and premium discrepancy issues; and reviews audits on expired and/or non-renewed policies
As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance
Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
Qualification
Required
5+ yrs. applicable insurance experience with specialty experience preferred
Possesses strong organizational skills
Strong communication skills both written and verbal
Ability to work independently and lead project special assignments
Ability to build underwriter and client relationships
Ability to delegate to appropriate parties when necessary
Maintains increased technical knowledge, both insurance industry and book of business industries
Ability to work within AMS and maintain data completeness standards
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Some travel required (up to 30% depending on book of business & industry)
Holds state property & casualty insurance license
Holds or is pursuing formal specialty designation ARM, CPCU, Industry specific designations
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.
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