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Risk Specialist

Company: IMA Financial Group
Location: Dallas
Posted on: September 21, 2023

Job Description:

What You'll Do Our Executive Risk Solutions (ERS) practice group is seeking an ERS Specialist to join our team! This group is an outstanding team of professionals passionate about providing thoughtful advice, an outstanding legal perspective, a broad range of executive risk insurance solutions, and excellent service to our valued clients. ERS professionals have deep experience handling complex executive risk exposures (D&O, EPL, Fiduciary, Crime, Cyber) for a variety of clients from pre-IPO start-ups to multi-billion dollar corporations! This position is an integral part of IMA's ERS team and must possess integrity, optimal problem solving, the ability to be agile and flexible, effective communication, and build relationships. Responsibilities include, but are not limited to: Send out detailed renewal requests to service teams within IMA Conduct preliminarily checks and compare new and renewal quotes comparing to expired programs, policies, and applications for coverage Process polices, maintain EPIC data integrity, and pull applications as requested by Property & Casualty service teams Follow up on quotes due for the ERS team as requested, send bind requests, and review for accuracy Work with other service teams to deliver detailed internal service and on subjectivities needed for policy issuance and finalize with insurance carriers Conduct record keeping and monitor business tracking for extensions, revenues, and renewal dates Produce historical renewal data for ERS and service teams Responsible for data entry into EPIC systems and file documentation for all ERS associates Champion relationships with internal team, carrier partners, and collaborate with different IMA divisions and offices Support and demonstrate IMA's core values Value and understand the importance of diversity, equity, and inclusion among all IMA associates You Should Have: Minimum 2+ years of experience in Business Insurance, Executive Risk, or Management Liability preferred Bachelor's Degree preferred Technical education development (Management Liability Specific classes, designations, etc.) Intermediate Microsoft Office skills preferred Required to obtain property and casualty license within 3-6 months of hire, unless already licensed Written and verbal communication competencies required This Job Description is not a complete statement of all duties and responsibilities comprising this position. #LI-AS1 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, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), 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. 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 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 Employment Type: Full Time

Keywords: IMA Financial Group, Dallas , Risk Specialist, Other , Dallas, Texas

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