IMA Financial Group
CommercialLinesAccountManager
“Commercial Lines Account Manager at IMA Financial Group. Skills: Account management, Client service, Sales support. Complete application process. Order and issue binders”
What They're Looking For.
Must Have
NC Insurance Agent license, Prior experience as Client Associate, High school graduate
Nice to Have
College degree, Commercial insurance experience, Industry designations
What You'll Do.
Complete application process
Order and issue binders
Forward items to client
Review renewal policies
Inform customers about coverage
Educate customers about exclusions
Design insurance plan
Solicit additional lines
Market with core carriers
Facilitate corrections
Complete company requests
Set up customer access
Assist with questions
Prepare summaries of insurance
Work with client on cancellations
Work with client on aged receivables
Participate in continuing education
Attend carrier meetings
Adhere to ECM policies
Assist with other tasks
How You'll Work.
Team & Collaboration
Support business objectives; Work in teams; Sell in teams; Work with teams
Communication Scope
Client correspondence
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