Logo
IMA Financial Group, Inc.

Account Executive (Employee Benefits)

IMA Financial Group, Inc., Denver, Colorado, United States, 80285


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.General job duties include but are not limited to:Type legal formsInvoice all surety bond transactionsReport surety bond documents to surety companiesWork with Surety Account Managers to set up...Requirements:

Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date. Strong organizational skills - ability to discern priority and initiative. Excellent understanding of insurance terminology, the functions of an insurance brokerage agency, and the various lines of commercial insurance.

#J-18808-Ljbffr