Account Manager, National Real Estate
IMA Financial Group, Inc.
Denver, COFresher1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- OnboardingMarketingAuditingExcelMicrosoft Office
- Work
- On-site in Denver
- Pay
- Not stated by the employer.
- Listed
- Nov 5, 2026 · still open
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About the Role
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive.
- Partners with AE on client interactions, negotiations, technical analysis, and program design.
- Supports AE with new client onboarding.
- Builds the ability to anticipate problems through client or underwriter communications or industry changes.
Key Responsibilities
- Prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.).
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers.
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission.
- Generates and populates the proposal, and sends to Account Executive for completion/review.
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with the ability to process the policy if needed.
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies.
- Supports and demonstrates IMA’s core values.
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Requirements & Tech Stack
- Ability to work within AMS and maintain data completeness standards.
- Strong organizational skills.
- Ability to work independently.
- Ability to build underwriter and client relationships.
- Ability to delegate to appropriate parties when necessary.
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel).
- Some travel required (up to 20% depending on book of business & industry).
- Strong communication skills both written and verbal.
Qualifications
- Holds or is pursuing a general insurance designation (preferred).