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Job type
Not listed
Work mode
Not listed
Level
Not listed
Department
Sales
Experience
Not listed
Posted
Sep 8, 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 all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
Partners with AE on client interactions, negotiations, technical analysis, and program design
Supports AE with new client onboarding
Building ability to anticipate problems through client or underwriter communications or industry changes
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 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
Required Experience and Skills include but are not limited to:
P&C License strongly preferred or must be obtained within the first 90 days of employment
Ability to work within Epic 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)
Holds or is pursuing general insurance designation (preferred)
Some travel required (up to 20% depending on book of business & industry)
Strong communication skills both written and verbal
