Account Manager - Denver - IMA Financial Group

    IMA Financial Group
    IMA Financial Group Denver

    6 days ago

    Description

    Our Advanced Industries Practice is seeking an Account Manager to join our team out of our Denver, CO, office This is a great opportunity to work side by side with exceptional professionals focusing on the technology, life sciences, advanced manufacturing, and digital asset industries. We are focused on providing excellent service to our clients, developing comprehensive and unique insurance programs that best fit their philosophy and needs.
    Essential job responsibilities include but are not limited to:

    • 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.
    Required Experience and Skills include but are not limited to:
    • 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
    The anticipated posting timeline for this opportunity is 2/5/2026-3/5/2026.
    #LI-AG1
    Salary Range
    $74,000-$100,000 USD
    Compensation & Benefits
    Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
    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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
    *These benefits do not apply to internship roles.
    Why Join IMA?
    We've built a reputation for putting our associates first
    What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
    We work in teams. We sell in teams. We win and prosper as a team
    We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
    We are recognized nationally as a leader in our industry
    • Business Insurance Magazine Best Places to Work in Insurance
    • 2023 Inc. Magazine's Best Workplaces
    • 2023 Denver Business Journal's Best Places to Work
    • Connecticut Top Work Places
    • Inc. 5000's List of Fastest Growing Companies
    • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
    • Kansas City Business Journal's Best Places to Work
    • Charlotte Business Journal's Best Places to Work
    • Los Angeles Business Journal's Best Places to Work
    • The Salt Lake City Tribune Top Work Places
    • Puget Sound Business Journal's Washington's Best Workplaces
    • Wichita Business Journal's Best Places to Work, #1 in extra-large category
    • 2021 Dallas Business Journal's Best Places to Work
    • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
    This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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