Global Risk Account Manager - Employee Benefits jobs in United States
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IMA Financial Group, Inc. · 4 hours ago

Global Risk Account Manager - Employee Benefits

IMA Financial Group is a recognized leader in the insurance industry, seeking a Global Risk Account Manager for Employee Benefits. The role involves preparing and marketing global new business and renewal submissions, acting as a liaison between service teams and broker partners, and ensuring accurate commission and premium reconciliation.

Financial ServicesInsuranceRisk ManagementWealth Management
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Growth Opportunities

Responsibilities

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 international property & casualty and employee benefits service request 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

Qualification

CISR certificationCIC certificationEPIC Applied SystemsInsurance interpretationMS Office proficiencyAnalytical skillsWritten communicationOral communication

Required

At least 3 years of similar or related experience
Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word, and Excel)
Required: strong written and oral communication skills
Required: strong analytical and insurance interpretation skills

Preferred

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
Limited travel required (less than 25%)

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.

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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.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown

Leadership Team

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Robert L. Cohen
Chairman and CEO
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Patrick Lanning
President - Property & Casualty
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Company data provided by crunchbase