Job Posting for Account Manager (Workers Compensation) at IMA Financial Group

What You'll Do

Proficiently know WC Select marketplace.
Ability to perform all tasks assigned to WC Select Account Manager in the day-to-day marketing, servicing, and maintenance of the book of business in a timely, accurate and professional manner.
Monitor expiration list for WC Select accounts and execute complete renewal marketing process, 60 - 90 days out, as pre-determined, without direct supervision.
Request renewal information from client when needed.
Update AMS system with renewal payrolls, rates, etc.
Provide carrier with renewal information when appropriate.
Use discretion in the selection of new business as per department strategy.
Issue renewal certificates.
Request company changes, renewal policies, endorsements, etc.
Process endorsements and policies (update AMS).
Prepare and mail simplified quotes on larger Select accounts.
Maximum efficiency through use of computer automated systems to fullest extent possible. (proposals, endorsements, etc.)
Keep Sales Executives and Account Managers in other departments fully informed of all important activities on their accounts.
Keep Sales Executives informed of WC Select marketing strategies, resources and developing opportunities.
Provide backup to other Select Account Managers
Provide quality professional service to WC Select accounts to eliminate gaps in coverage, thus reducing our E&O exposure.
Maintain electronic files in an orderly, up-to-date manner.
Collect premiums per established Agency procedures as needed.
Keep informed on current insurance markets, market trends and industry changes. Participate in seminars and classes for skill and knowledge development.
Perform special projects at Director's request.
Oregon License required

You Should Have

Basic understanding of insurance
Strong written and verbal communication skills
Computer literacy and demonstrated ability
Math aptitude
State of residency Producer's License
High school diploma or equivalent
Minimum one (1) years insurance experience

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

2020-2023Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut TopWork Places
2021-2023 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal's Best Places to Work
2021-2023 Charlotte Business Journal's Best Places to Work
2021-2023 Los Angeles Business Journal's Best Places to Work
2021-2023 The Salt Lake City Tribune TopWork Places
2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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Job Posting for Account Manager (Workers Compensation) at IMA Financial Group

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