Greenville, SC
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Now Hiring - Senior Account Manager (ECM) in Greenville, SC
Senior Account Manager (ECM) in Greenville, SC
IMA Financial Group
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Insurance
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell
Insurance Agencies & Brokerages
To Whom
Insurance
Location:
Greenville, SC
4.4
What You’ll Do:
Core Competencies
1. Models ECM Core Values.
2. Customer Focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
3. Builds Collaborative Relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
4. Thoroughness and Reliability. Ensuring that work product is timely, accurate, and complete.
5. Clear and Persuasive Communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
6. Technical Expertise. The ability to demonstrate a depth of coverage knowledge and business acumen.
7. Professionalism. Thinks carefully about the likely effects on others of one’s words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Compensation & Benefits: Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Paid Time Off, Paid Holidays, Gift Matching, Personal and Professional Development. Why Join IMA?:
We work in teams. We sell in teams. We win and prosper as a team
We are recognized nationally as a leader in our industry.
- Develops and maintains a positive relationship with clients. Interacts directly with clients regularly, through phone, email, and in person when needed.
- Markets renewals and new business, working in conjunction with the Client Executive and/or Producer
- Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process
- Assists clients with billing questions, ID card requests, service issues and contract concerns that occur throughout the year. Facilitates corrections with carriers as needed and communicates appropriately between the carrier and client.
- Resolves problems received from the insured members and insurance carriers, including but not limited to eligibility, enrollment, and low-level claims inquiries.
- Prepares cost analysis/proposals for the Client Executive and/or Producer to present to client
- Reviews and processes eligibility audits, working with the customer and company to facilitate corrections
- Designs employee benefits booklets and personalized employee enrollment forms for group clients
- Maintains knowledge of carrier intricacies, such as plan designs, network restrictions, and internal systems
- Monitors and maintains the Client Executive and/or Producer’s renewal calendar, ensuring the renewal process is initiated in a timely manner, and that all client policies are addressed before the renewal date
- Complete annual UBA Health Plan Surveys as clients renew
- Understands the ECM Solutions value proposition
- Keeps all current and historical information updated in the agency management system
- Maintains accurate records in agency’s value-added technology platforms, such as Zywave and HR360
- Securely handles all PHI in accordance with HIPAA
- Maintains industry knowledge and required licensing
- Interact, communicate and collaborate with ECM staff; sharing information and time as needed to support business objectives
- Adheres to all ECM policies and procedures
- Assists or completes other tasks as directed by the Client Executive, Producer, and/or ECM Benefits Practice Leader
Understanding of Group Benefits to Include:
Required: Medical, Dental, Vision, Life Insurance
Preferred: Disability, COBRA, Section 125 Plans, Worksite Benefits, and ACA Requirements
Minimum requirements
Hold and maintain a NC Insurance Agent license.
At least 7 years of Client Advisor experience or Risk Management Degree with at least 5 years of Client Associate experience.
Successful completion of ECM assessment to demonstrate a firm understanding and the ability to explain insurance coverages to clients.
Hold and maintain a NC Insurance Agent license.
At least 7 years of Client Advisor experience or Risk Management Degree with at least 5 years of Client Associate experience.
Successful completion of ECM assessment to demonstrate a firm understanding and the ability to explain insurance coverages to clients.
Core Competencies
1. Models ECM Core Values.
2. Customer Focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
3. Builds Collaborative Relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
4. Thoroughness and Reliability. Ensuring that work product is timely, accurate, and complete.
5. Clear and Persuasive Communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
6. Technical Expertise. The ability to demonstrate a depth of coverage knowledge and business acumen.
7. Professionalism. Thinks carefully about the likely effects on others of one’s words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Compensation & Benefits: Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Paid Time Off, Paid Holidays, Gift Matching, Personal and Professional Development. Why Join IMA?:
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry.
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2[please apply online] Business Insurance Magazine Best Places to Work in Insurance
- 2[please apply online] Inc. 5000’s List of Fastest Growing Companies
- 2[please apply online] Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022 Kansas City Business Journal’s Best Places to Work
- 2[please apply online] Los Angeles Business Journal’s Best Places to Work
- 2[please apply online] Puget Sound Business Journal’s Washington’s Best Workplaces
- 2[please apply online] Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
- 2021 Wichita Business Journal’s Fastest Growing Companies List
IMA Financial Group
Company Size
1001 to 5000 Employees
1001 to 5000 Employees
Founded
1974
1974
They Sell
Insurance Agencies & Brokerages
Insurance Agencies & Brokerages
To Whom
Insurance
Insurance
Website
https://imacorp.com/
https://imacorp.com/
Revenue
$500 million to $1 billion (USD)
$500 million to $1 billion (USD)
IMA Financial Group
is currently hiring for
8
sales
positions
IMA Financial Group has openings in:
CO,
OR,
UT,
HI,
TX,
SC,
& KS
The average salary at IMA Financial Group is:
8 Yes (amount not posted)
IMA Financial Group
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IMA Financial Group
IMA Financial Group
is currently hiring for
8
sales
positions
IMA Financial Group has openings in:
CO,
OR,
UT,
HI,
TX,
SC,
& KS
The average salary at IMA Financial Group is:
8 Yes (amount not posted)