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
• Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates. This includes managing client and insurance company questions/issues concerning services rendered and elevating referred complaints of service failures to the appropriate management staff for investigation and resolution
• Manages, leads, and develops direct reports, from entry level to Senior Account Executives, and has ultimate responsibility of service teams within the department
• Performs functions of the role within an IMA office more than 75% of the time

Monitors and Coordinates:

• Training and development of all service team members
• Assigns new accounts and transfers of accounts among staff to maintain workable workloads
• Ensures quality control standards of the team are continually maintained
• Leads new and renewal insurance company marketing process
• Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources
• Collaborates with Industry Practice Leads to support practice strategies
• With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers
• In conjunction with producers, develops a service plan tailored to clients needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)
• Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of clients program design based on their business needs and risk tolerance
• Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy
• Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings
• Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work
• Participates in industry-specific associations and networking events to cultivate relationships within the industry and expand the IMA brand
• Attends carrier functions to represent IMA and further cultivate carrier underwriter and management relationships
• Actively supports the department by participating in completion of all duties required to complete a project and service a client
• Serves as a leadership champion of organizational initiatives
• Communicates with market president regarding department strategies, needs, and performance

Connecticut Role Specific Required Experience and Skills Include But Are Not Limited To:

• Extensive experience marketing and servicing mid-to-large clients in the construction vertical. Working knowledge of the real estate, hospitality and non-profit industries also preferred.
• Adept insurance practitioner with ability to both be the lead AE to manage a moderate sized book of business as well as be the senior technical advisor on placement and coverage to support the AE and producer on the department’s largest accounts while also managing the department. Equal ability in property/builder’s risk and primary and excess casualty are preferred.  A working knowledge of surety, management liability, pollution and professional coverages will be considered a plus.
• Demonstrated capabilities to contribute to the P&C sales process by being a key technical contributor with the ability to discuss the client-industry and insurance influencing issues to prospective customers in support of the producers
• Proficiency in managing the expense side of the P&L through an ability to optimize organizational structure and role clarity within a commercial lines business

Overall IMA required experience and skills Include But Are Not Limited To:

• At least 10 years of similar or related industry experience preferred
• 5-10 years of management/leadership experience preferred
• Ability to learn and navigate within Agency Management System (EPIC)
• Intermediate experience with MS Office products preferred (specifically PowerPoint, Outlook, Word, Excel, and PowerPoint)
• Attains and maintains professional designation – i.e., ARM, CPCU, CIC, etc.
• Property and Casualty insurance license required for state of business
• Moderate travel required (25-50%)
• Bachelor’s degree preferred or equivalent experience
• Strong written, oral and communication skills
• Possesses a significant level of trust and diplomacy
• Ability to influence those not reporting directly to you

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
• Client service
• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Conducts reviews and works to provide guidance on compliance related matters. Provides ongoing technical/consulting service regarding compliance and legislation to clients
• Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs
• Client meetings
• Participates in client and prospect meetings, and may lead meeting with guidance
• Assists in and prepares materials and collateral for meetings and discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations. Meets with carriers independently as required with primary responsibility for renewal management and enrollment process. Facilitates enrollment meetings
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
• Communication and education
• Trains clients on technology and resources available
• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services
• Training and Mentoring
• Mentors and trains other Account Managers
• Internal partnerships
• Actively participates and contributes to client service team operations
• Effectively communicates client updates to appropriate team members
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Attains and maintains state life and health license in accordance with IMA standards
• Bachelor’s degree in relevant field or equivalent job experience
• 5 or more years of relevant experience
• Proficiency with MS office (specifically PowerPoint, Outlook, Word, and Excel)
• Ability to work in agency/client management systems and other related software and technology platforms
• Ability to effectively work independently
• Excellent interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner internally and externally
• Demonstrates critical thinking and problem solving with the ability to analyze and interpret data
• Ability to present information in a group setting (in person and virtually)
• Excellent organizational skills including the ability to manage multiple projects with variable deadlines and ability to prioritize tasks and to effectively delegate tasks as needed
• Possesses high degree of diplomacy and tact while maintaining confidentially
• Some travel required

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