About the job
Key Responsibilities:
- Embrace and exemplify IMA's core values in all interactions.
- Appreciate and actively promote diversity, equity, and inclusion amongst team members.
- Act as the primary contact for client inquiries within a designated portfolio (focusing on Mid-Market or Emerging accounts), with support from the Account Executive, and prepare all necessary renewal documentation.
- Collaborate with the Account Executive on client communication, negotiations, and program design.
- Assist with the onboarding process for new clients.
- Develop the ability to foresee potential issues through effective communication with clients and underwriters, as well as staying informed about industry trends.
- Utilize the client workbook to create marketing submissions and manage negotiations with insurance carriers under the guidance of the Account Executive.
- Review quotes for accuracy and alignment with desired coverages and terms, prepare proposals, and submit to the Account Executive for finalization.
- Handle policy documentation, coordinate instructions with the applicable Centers of Excellence (COE), and ensure that COE is updated on any changes during negotiations.
- Manage tasks including premium allocations, preparation of templates for surplus lines and Certificates of Insurance, basic contract reviews, policy endorsements, resolution of coverage discrepancies, and audits for expired or non-renewed policies.
