Senior Account Manager
ima financial groupFort Worth, TX
Senior Account Manager
ima financial groupFort Worth, TXSenior L5
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesDirect Property and Casualty Insurance Carriers
APPLY NOW (opens in a new tab)Overview:
In this role you manage a book of mid-market to large/complex accounts, serving as the day-to-day client contact and coordinating renewal and submission processes. You will lead meetings, facilitate negotiations, perform technical analyses, and design programs with minimal AE oversight. You'll support new business pursuits and onboarding, anticipate client needs, and drive carrier negotiations and documentation. This position offers mentorship opportunities and a path to contribute to a collaborative, ownership-driven culture within a leading independent insurer. You will work closely with cross-functional teams to deliver client-focused solutions and uphold IMA's values. Compensation / Benefits Annual Performance BonusStock Purchase Medical Plans 401(k) Paid Time OffFlexible Work Options
Responsibilities:
- Serve as primary day-to-day contact for a book of business with mixed account sizes
- Prepare or delegate renewal materials (premium, exposures, coverage, rate)
- Own meeting facilitation, client interactions, negotiations, and program design
- Support in winning new business and onboarding new clients
- Create marketing submissions under AE direction and manage carrier negotiations
- Review quotes for accuracy and coverage, prepare proposals for AEProcess policies and coordinate with COE; adjust during negotiations
- Perform premium allocations, templates, certificates, and basic contract reviews
- Lead or mentor team members; contribute to quality control and department strategy
- Collaborate with Commercial Lines Leader on department goals
Key requirements:
- 5+ years of insurance experience
- Ability to work within AMS and maintain data completeness
- Strong organizational skills
- Ability to work independently and lead special projects
- Ability to build relationships with underwriters and clients
- Ability to delegate appropriately
- Experience with MS Office (PowerPoint, Outlook, Word, Excel)
- Possession or pursuit of specialty designation (ARM, CPCU, etc.) preferred
- Some travel up to 30%Strong written and verbal communication skillsstrong communicationrelationship-buildingprofessionalismAMS proficiencyMS Office suite (PowerPoint, Outlook, Word, Excel)carrier negotiations
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Level
Senior L5
Location
Fort Worth, TX
Occupation
Insurance Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday