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IMA Financial Group, Inc.

Account Manager (Employee Benefits)

IMA Financial Group, Inc., Dallas, Texas, United States, 75215


An Account Manager in the insurance industry is responsible for managing relationships with specific clients, understanding their needs, and ensuring that the company's services meet those needs. They work closely with insurance agents and underwriters to develop insurance plans that suit their clients. Their duties may include creating and presenting proposals, managing claims, and monitoring the financial performance of accounts. Account Managers need to have in-depth knowledge of the insurance industry, policies, and regulations, along with excellent communication and negotiation skills.

A Bachelor's degree in business or a related field is often required for this role, and some employers may prefer those with a Master's degree. Certifications like the Chartered Property Casualty Underwriter (CPCU), Certified Insurance Service Representative (CISR), or Certified Insurance Counselor (CIC) can improve job prospects. Prior to becoming an Account Manager, one might work as an Insurance Sales Agent, Insurance Account Representative, or an Underwriter. These roles provide the necessary experience in managing insurance accounts, understanding client needs, and developing insurance plans.

Active state specific

Property

Casualty

Insurance

agent's license required or the ability to acquire license within three months of hire.

Job Title: Commercial

Account

Manager

Job Type: FLSA Non-Exempt

Reports To: Director of Client Services - Business Insurance/Property & Casualty

Essential Duties & Responsibilities: Documentation Process documents necessary to maintain the...

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