IMA Financial Group logo
Posted 2w ago•Salt Lake City, UT

Associate Account Manager

JuniorOn-site (Salt Lake City)Salary undisclosed
Job Description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equality, and inclusion among all IMA associates
  • Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
  • Cultivates and maintains excellent communication and relationships with clients and insurance carriers
  • Interacts professionally and timely with clients via email, phone, and in-person
  • Assist with renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
  • Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
  • Responsibility for following up on accounts r

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