About the job
Key Responsibilities include, but are not limited to:
- Exemplifies and promotes the core values of IMA.
- Recognizes and appreciates the significance of diversity, equity, and inclusion among all IMA team members.
- With moderate guidance, manages the marketing, negotiations, and placements of new and renewal business, which encompasses:
- Preparation of submissions
- Conducting market searches
- Presenting to underwriters
- Communicating effectively with service team members, including Account Executives and Producers
- Analyzing contracts and financial statements as required
- Drafting proposals
- Assisting Producers/Account Executives in account sales, possibly involving site visits, proposal preparation, and coverage guidance
- Engaging with customers and internal service teams via phone or in-person to manage accounts as necessary
- Providing ongoing service for ERS placements throughout the policy term, addressing coverage inquiries
- Maintaining organized account files with appropriate documentation and integrity as per IMA standards
- Advocating for claims as needed on non-complex issues
- Interpreting and understanding the fundamental components of financial statements
- Reading, comprehending, and articulating the details of organizational charts
- Familiarity with ERS workflows and responsibilities
- Ensuring data integrity in EPIC according to workflows
Required Experience and Skills include, but are not limited to:
- 4 to 7 years of relevant experience in Executive Risk or Management Liability preferred.
- Bachelor’s degree preferred or equivalent experience.
- Technical education development (Management Liability specific classes, designations, etc.)
- Intermediate proficiency in Microsoft Office.
- Property & Casualty License required.
- Strong written and verbal communication skills.
- Ability to track all tasks against applicable deadlines.
- Competently manages high-volume demands accurately with minimal lead time.
- Responds promptly and accurately to inquiries.
