IMA Financial Group
Business Insurance
ExecutiveRiskSolutionsSpecialist
Neural analysis suggests this role is
optimal for Entry candidates.
“Executive Risk Solutions Specialist at IMA Financial Group. Skills: Executive Risk, Business Insurance. Send out detailed renewal requests to service teams within IMA. Preliminarily check and compare new and renewal quotes comparing to expired programs / policies and applications for coverage”
Industry & Context.
problem-solving abilities
What They're Looking For.
Must Have
Written and verbal communication competencies required, Tracking all tasks to applicable deadlines, Ability to handle high volume demands accurately with little lead time, Ability to respond timely and accurately
Nice to Have
Bachelor’s Degree preferred or equivalent experience, Intermediate Microsoft Office skills preferred, Property & Casualty License preferred but not required
What You'll Do.
Send out detailed renewal requests to service teams within IMA, Preliminarily check and compare new and renewal quotes comparing to expired programs / policies and applications for coverage, Limited brokering of Executive Risk deals may be required, Policy processing in accordance with IMA workflow standards, Maintain EPIC data integrity, Pull applications as requested by P&C service teams, Follow up on quotes due for the ERS team as requested, Send bind requests in accordance with the instructions provided by ERS associate, Follow up and review binders for accuracy and work with other service teams to deliver seamless internal service, Follow-up with service teams on subjectivities needed for policy issuance and finalize with insurance carriers, Record keeping (I.
extensions, revenues, renewal dates, etc.
) / Business tracking, Produce historical renewal data for ERS team and service teams, EPIC related data entry for all ERS associates / file documentation.
How You'll Work.
Team & Collaboration
working closely within the ERS team and alongside other IMA servicing teams and carriers to meet client needs; Foster relationships (P&C team, insurance carriers, etc. ) and collaboration with different IMA divisions and offices; work with other service teams to deliver seamless internal service
Communication Scope
Written and verbal communication competencies required; communication and relationship building skills
Full Job Description
IMA's Executive Risk Solutions (ERS) team is seeking a Specialist to join our group! This is a great opportunity for anyone looking to start or continue their career in the Business Insurance space by working closely within the ERS team and alongside other IMA servicing teams and carriers to meet client needs. A successful applicant must have strong problem-solving abilities, be adaptable, possess professionalism, and strong communication and relationship building skills. This role can be located in our Wichita, KS, Overland Park, KS, or Denver, CO offices and is eligible for hybrid scheduling! 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. With moderate guidance: Send out detailed renewal requests to service teams within IMA Preliminarily check and compare new and renewal quotes comparing to expired programs / policies and applications for coverage Limited brokering of Executive Risk deals may be required With minimal guidance: Policy processing in accordance with IMA workflow standards Maintain EPIC data integrity Pull applications as requested by P&C service teams Follow up on quotes due for the ERS team as requested Send bind requests in accordance with the instructions provided by ERS associate Follow up and review binders for accuracy and work with other service teams to deliver seamless internal service Follow-up with service teams on subjectivities needed for policy issuance and finalize with insurance carriers Record keeping (I. e. extensions, revenues, renewal dates, etc.) / Business tracking Produce historical renewal data for ERS team and service teams EPIC related data entry for all ERS associates / file documentation Foster relationships (P&C team, insurance carriers, etc.) and collaboration with different IMA divisions and offices REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:
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