Commercial Lines Leader
IMA Financial GroupAbout the role
<p><strong>Essential Job Responsibilities Include But Are Not Limited To:</strong></p> <ul> <li>Supports and demonstrates IMA’s core values</li> <li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates</li> <li>Cultivates and maintains professional and proactive communication level with clients, production staff, and other associates. This includes managing client and insurance company questions/issues concerning services rendered and elevating referred complaints of service failures to the appropriate management staff for investigation and resolution</li> <li>Manages, leads, and develops direct reports, from entry level to Senior Account Executives, and has ultimate responsibility of service teams within the department</li> <li>Performs functions of the role within an IMA office more than 75% of the time</li> </ul> <p><strong>Monitors and Coordinates:</strong></p> <ul> <li>Training and development of all service team members</li> <li>Assigns new accounts and transfers of accounts among staff to maintain workable workloads</li> <li>Ensures quality control standards of the team are continually maintained</li> <li>Leads new and renewal insurance company marketing process</li> <li>Conducts regular coaching and performance review meetings with team members and completes documentation as established by Human Resources</li> <li>Collaborates with Industry Practice Leads to support practice strategies</li> <li>With minimal guidance, develops marketing strategy for new and renewal business and prepares, submits, and negotiates new and renewal marketing to insurance carriers</li> <li>In conjunction with producers, develops a service plan tailored to clients needs and coordinates the services of other IMA departments (Risk Mgt., Claims, Complex Risk, Contract Review, etc.)</li> <li>Prepares and leads internal and client-facing business reviews to ensure level of service and adequacy of clients program design based on their business needs and risk tolerance</li> <li>Accountability for timely collection of all accounts receivable of own book of business and monitoring that of your department in accordance with IMA Accounts Receivable policy</li> <li>Communicates with the producer throughout the renewal process and life cycle of the client including them in client meetings and internal client strategy meetings</li> <li>Attends education classes, seminars, etc. in combination with individual study programs to expand knowledge and skills. This includes maintaining and communicating current knowledge of market conditions, pricing strategies, market/product options, etc. to all team members and producers with whom you work</li> <li>Participates in
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