Account Manager, P&C

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.
• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion.

Key Responsibilities

• Prepares (or delegates where applicable) all relevant renewal materials, including Premium & loss summary, exposures, coverage comparison, and premium & rate.
• Partners with the Account Executive on client interactions, negotiations, technical analysis, and program design.
• Supports the Account Executive with new client onboarding.
• Builds ability to anticipate problems through client or underwriter communications or industry changes.
• Utilizes the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiations with carriers.
• Receives quotes, reviews for accuracy and desired coverages, terms, and pricing from submission, generates and populates the proposal, and sends to the Account Executive for completion/review.
• Receives policies, sends instructions to the applicable COE (Center of Excellence), and keeps the 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.

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).

Competencies & Traits

• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills
• Communicating