• Supports and demonstrates IMA’s core values • Assists in the marketing process, including: • Organizes submission documentation • Prepares submissions for carriers • Negotiating coverage terms and conditions with underwriters • Builds proposals, quotes, and binders • Presents proposals to clients on a case by case basis • Facilitates account servicing needs during the policy year, including issuing binders, processing policies, and ordering endorsements • Communicates concisely and professionally with servicing teams and agents on day-to-day account needs • Supports the Account Executive and Practice leader on special projects, as needed • Maintains organized account files with proper documentation saved in agency management systems