Senior Account Manager – Advanced Industries Practice

IMA Financial Group, Inc.

Senior Account Manager in charge of managing complex insurance renewals with a focus on client relationships. Partnering with Account Executives to ensure optimal service and delivery for a $1.5M-$3M book of business.

Posted 6/1/2026full-timeRemote • Colorado • 🇺🇸 United StatesSenior💰 $74,000 - $112,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

commercial insurance experiencerenewal executionpremium allocationssurplus lines supportcontract insurance requirement reviewsaudit reviewtechnical proficiencydata integrityworkflow discipline

Soft Skills

strong communicationjudgmentrelationship buildingescalation resolutiondelegationquality controlprocess improvementsmentoring

Tools & Technologies

AMS/EpicMicrosoft OfficeExcelPowerPointOutlookWord

Certifications & Qualifications

active state property & casualty insurance licenseARMCPCU

Industry Keywords

higher-complexity accountstechnical discussionsclient-ready deliverablesmarket and product changesadvanced commercial linesspecialty experience

About the role

Key responsibilities & impact

Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework.
Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations.
Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies.
Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME).
Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

Requirements

What you’ll need

7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred.
Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy.
Strong communication and judgment; able to lead technical discussions, translate trade-offs into decisions, and drive outcomes within delegated authority.
Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency.
Effective delegation to COE/service partners with consistent quality control and documentation standards.
Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions.
Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline.
Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word).
Travel up to 30% (varies by book of business and industry), including carrier and client meetings.
Active state property & casualty insurance license.
ARM, CPCU, and/or other relevant specialty designations (completed or in progress).

Benefits

Comp & perks

Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Well-Being Stipend
Personal and Professional Development