IMA Financial Group, Inc.
Account Executive, Employee Benefits
IMA Financial Group, Inc., Houston, Texas, United States, 77246
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.Job Description
The Associate Account Manager works with the region's Senior Account Manager, Account Managers, and District Sales Manager to enhance customer service and streamline sales activity.Qualifications
Licensing: Hold a valid Property & Casualty Insurance license.Experience: A minimum of 3-5 years of experience in an independent agency or retail brokerage.In addition to managing your own clients, you may also continue to support the Account Management Team as assigned.Responsibilities
Day-to-day account management across a mixture of business segment clients.Proven expertise in marketing, account management, growth and retention strategies, and executive-level relationship management.The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management.
#J-18808-Ljbffr
The Associate Account Manager works with the region's Senior Account Manager, Account Managers, and District Sales Manager to enhance customer service and streamline sales activity.Qualifications
Licensing: Hold a valid Property & Casualty Insurance license.Experience: A minimum of 3-5 years of experience in an independent agency or retail brokerage.In addition to managing your own clients, you may also continue to support the Account Management Team as assigned.Responsibilities
Day-to-day account management across a mixture of business segment clients.Proven expertise in marketing, account management, growth and retention strategies, and executive-level relationship management.The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management.
#J-18808-Ljbffr