Account Manager - P&C
IMA Financial Group
| Company | IMA Financial Group |
| Category | Sales |
| Location | Chicago |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Manager |
| Salary | Not stated by the employer |
| Posted | 7 Aug 2026 |
| Last verified | 8 Aug 2026 |
| Source | Employer ATS (greenhouse) |
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