Account Specialist; Commercial Lines

Overview

IMA Account Specialists are key strategic collaborators on our property and casualty service teams, partnering closely with our clients and carriers. We are currently looking to add an insurance professional to our dynamic Commercial Lines team based out of our Dallas office.

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
• Interact with clients (written or verbal) regarding special program needs and new assignments.
• Understand and deliver on unique client expectations within book of business.
• Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
• Ability to problem-solve and suggest proactive solutions to AM and AE.
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
• Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.).
• Controls industry specific reporting (well reporting, builder's risk, etc.).
• Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto , billings, etc.
• Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
• Ability to work independently, lead project special assignments.
• Supports as needed in special client projects.

• Applicable experience required with specialty experience preferred
• Attention to detail & ability to work within AMS and maintain data completeness standards
• Achieved general insurance designation. Pursuing other insurance designation - preferred
• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)

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.

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…