IMA Financial Group, Inc. · 16 hours ago
Renewal Underwriter
IMA Financial Group, Inc. is a recognized leader in the insurance industry, known for its commitment to its associates and community. The Renewal Underwriter role involves preparing marketing information for new and renewal business, interfacing with clients and carriers, and negotiating transaction terms while maintaining proactive communication with clients.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Prepares information needed to market new and renewal business
Identifies and assesses business that may fit into carrier programs
Independently interfaces with clients and carriers to solve problems and answer questions
Develops and maintains proactive communication with clients
Reviews and analyzes quotes, and negotiates the terms of the transaction
Prepares draft proposals, submissions, and quotes
Monitors market changes and performs marketing activities as needed by Broker
Maintains knowledge of insurance coverages, carriers, and their business practices
Gathers underwriting information from retail agents
Assists with invoice management
Provides exceptional customer service to incoming calls
Executes other duties as assigned
Qualification
Required
2+ years of insurance industry experience
Demonstrated experience managing commercial underwriting and renewal processes
Advanced computer skills, to include typing, MS Office, and Excel software
Excellent verbal and written communications skills, to include presentation skills
Strong attention to detail
Strong time management and organizational skills
Applicable state P&C license required
Strong sales and marketing skills
Solid business acumen
Interest in continued education and professional development
Excellent interpersonal skills, both internally and externally
Preferred
Excess and Surplus license a plus
Benefits
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
Health Club Reimbursement
Personal and Professional Development
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Recent News
IMA Financial Group, Inc.
2025-11-04
IMA Financial Group, Inc.
2025-10-02
Company data provided by crunchbase