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IMA Financial Group

Account Manager - P&C

Chicago, USAPosted 1 month ago

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Job type
Not listed
Work mode
Not listed
Level
Not listed
Department
Business Operations
Experience
Not listed
Posted
Aug 7, 2026

About the role

Essential job responsibilities include but are not limited to:

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Serves as the day-to-day contact for client requests within a book of business, prepares renewal materials, and supports client onboarding
  • Partners with the Account Executive on client interactions, negotiations, technical analysis, and program design
  • Creates marketing submissions, negotiates with carriers, reviews quotes, generates proposals, processes policies, prepares certificates and endorsements, resolves coverage and premium discrepancies, and audits expired or non-renewed policies

Required Experience and Skills include but are not limited to:

  • Ability to work within AMS and maintain data completeness standards
  • Strong organizational skills and ability to work independently
  • Ability to build underwriter and client relationships and delegate when necessary
  • Experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel
  • Holds or is pursuing a general insurance designation preferred
  • Some travel required, up to 20%
  • Strong written and verbal communication skills

Competencies & Traits:

  • Professionalism
  • Manage client relationships
  • Agility/Flexibility
  • Interpersonal skills
  • Communicating

Compensation & Benefits

Eligible benefits include annual performance bonus, stock purchase, medical, prescription, dental, vision, family assistance, FSA, HSA, 401(k), life insurance, disability coverage, paid time off, flexible work options, paid holidays, professional development, and other benefits. Final offer amounts depend on geographic location, prior relevant experience, knowledge, skills, and abilities.

Why Join IMA?

IMA promotes associate ownership, teamwork, professional development, competitive benefits, and lasting relationships. The company provides support systems and resources and is recognized nationally as a leader in the insurance industry.