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Account Manager - P&C

IMA Financial Group
CompanyIMA Financial Group
CategorySales
LocationChicago
RemoteOn-site (inferred)
EmploymentNot stated
LevelManager
SalaryNot stated by the employer
Posted7 Aug 2026
Last verified8 Aug 2026
SourceEmployer ATS (greenhouse)
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Description
  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   Receive s  quotes, review s  for accuracy  and  desired coverages, terms, pricing from submission ,  generates and populates the proposal ,   and  sends to Account Executive for completion/review   Receives polic ies,  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   Perform s  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:   Ability to work within AMS 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)   Hold s  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     Competencies & Traits:   Professionalism   Manage Client Relationships   Agility/Flexibility   Interpersonal skills   Communicating       Salary Range $100,000 — $200,000 USD 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 Disabilit