Account Manager - Energy (Emerging team)

Job summary

The Account Manager serves as the primary day-to-day contact for client requests, managing renewal materials and marketing submissions. They are responsible for negotiating with carriers, reviewing quotes for accuracy, and handling policy endorsements and contract reviews.

Job details

Essential job responsibilities include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) Building ability to anticipate problems through client or underwriter communications or industry changes Using the client workbook, creates the marketing submission and manages ongoing negotiates with carriers Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies Required Experience and Skills include but are not limited to: 2+ years of commercial small business experience preferred Strong organizational skills Ability to work independently Ability to build underwriter and client relationships Ability to delegate to appropriate parties when necessary Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) Holds or is pursuing general insurance designation (preferred) Some travel required (up to 20% depending on book of business & industry) Strong communication skills both written and verbal Competencies & Traits: Professionalism Manage Client Relationships Agility/Flexibility Interpersonal skills Communicating The anticipated posting timeline for this opportunity is 8/26/2026-9/26/2026. #LI-JS1 Salary Range $70,000—$85,000 USD Compensation & Benefits 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, Well-Being Stipend, 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. *These benefits do not apply to internship roles. Why Join IMA? 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 team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry • Business Insurance Magazine – Best Places to Work in Insurance • US Insurance Awards – Community Outreach Project of the Year • U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist • Inc. Magazine Best Workplaces • Inc. 5000 – List of Fastest Growing Companies • Alaska Journal of Commerce – Best Workplaces in Alaska • Charlotte Business Journal – Best Places to Work • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies • Connecticut Top Workplaces • Dallas Business Journal – Best Places to Work • Denver Business Journal – Best Places to Work • Denver Business Journal – Fast 50 • Kansas City Business Journal – Best Places to Work • Los Angeles Business Journal – Best Places to Work • Puget Sound Business Journal – Washington’s Best Workplaces • Tampa Bay Times – Best Workplaces • The Salt Lake City Tribune Top Workplaces • Utah Business – Best Places to Work • Wichita Business Journal – Best Places to Work This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

What you’ll do

The Account Manager serves as the primary day-to-day contact for client requests, managing renewal materials and marketing submissions. They are responsible for negotiating with carriers, reviewing quotes for accuracy, and handling policy endorsements and contract reviews.

Requirements

Candidates should have at least 2 years of commercial small business insurance experience and strong organizational skills. Proficiency in MS Office products is required, and holding or pursuing a general insurance designation is preferred.

Benefits

• 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 Insurance • Critical Illness Insurance • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident • Identity Theft Protection • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Well-Being Stipend • Personal and Professional Development

Listed skills

• Account Management · Preferred
• Microsoft Excel · Preferred
• MS-Office · Preferred
• Communication · Preferred
• client relations · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Client Relations
• Insurance Renewal
• Marketing Submission
• Policy Negotiation
• Contract Review
• Premium Allocation
• Surplus Lines
• Certificate of Insurance
• MS Office
• PowerPoint
• Outlook
• Word
• Excel
• Communication
• Organizational Skills
• Community Outreach
• Professionalism
• Business Insurance
• Time Off Management
• Microsoft Excel
• Auditing
• Underwriting
• General Insurance
• Marketing
• Interpersonal Communications
• Long-Term Care
• Medical Prescription
• Microsoft Outlook
• Microsoft Office
• Negotiation
• Microsoft PowerPoint
• Delegation Skills

Job areas

• Finance & Accounting
• Energy
• Customer Service & Support
• Management & Leadership
• Administrative
• Energy Account Manager
• Territory / Regional Account Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products