David Crowell
Wichita
Summary
Accomplished Sr. Account Manager at IMA, Inc., excelling in client relationship management and policy expertise. Leveraged negotiation skills to enhance client satisfaction and retention. Proficient in Applied Epic and Microsoft Office Suite, driving workflow efficiency. Mentored teammates, fostering collaboration and service excellence. Built strong internal relationships across multiple IMA departments, fostering collaboration and establishing a professional presence recognized for both quality of work and personal reliability.
Overview
11
11
years of professional experience
Work History
Sr. Account Manager
IMA, Inc.
08.2023 - Current
- Manage client accounts by retaining relationships, reviewing expiring policies, gathering renewal information, and communicating any changes or concerns to the Account Management Team.
- Analyze contracts, prepare marketing specifications, negotiate coverage and pricing with underwriters, and place policies while ensuring accurate proposals, certificates, invoicing, and documentation.
- Ensure all client service deliverables meet internal standards by overseeing work products, coordinating with team members, assisting with reconciliations, and completing management-requested projects.
- Mentor and support team members through proactive collaboration, training, policy onboarding assistance, and maintaining a professional, service-focused approach in all client interactions.
Sr. Account Technician
IMA, Inc.
11.2021 - 07.2023
- Supported service teams by completing detailed policy checks, verifying accuracy of insurance documents, and ensuring all required information aligned with carrier and internal standards.
- Requested and processed policy endorsements, maintaining accurate documentation and timely updates to keep client files current.
- Collected and analyzed loss runs to build premium and loss summaries used for renewals, marketing, and client presentations.
- Assisted service teams with special projects, providing reliable operational support to improve workflow efficiency and overall client service delivery.
Case Manager
COMCARE Health Services
09.2014 - 05.2020
- Assisted individuals experiencing homelessness and severe mental illness by connecting them with essential resources including housing, employment, medications, transportation, and community services.
- Coordinated comprehensive care plans with multidisciplinary teams, ensuring client needs were met through a collaborative and client-centered approach.
- Developed and implemented individualized treatment strategies tailored to diverse populations while maintaining adherence to clinical and regulatory standards.
- Monitored client progress through regular case reviews, adjusting interventions as needed to improve outcomes and enhance overall service delivery.
Education
Bachelor of Arts - Psychology
University of Phoenix
Phoenix, AZ05-2013
Skills
- Client & Carrier Relationship Building/Management
- Coverage & Policy Expertise
- Negotiation & Marketing Skills
- Organization & Workflow Management
- Applied Epic (Applied Systems)
- Microsoft Excel
- Microsoft Office Suite (Outlook, Word, PowerPoint)
- Shared Drive / Document Management Systems
- Carrier Portals & Rating Platforms
Accomplishments
- Recognized in IMA’s Faces of IMA article for stem cell donation supporting a blood cancer patient.
- Featured as a Core Value Superstar for IMA Marketing material.
Timeline
Sr. Account Manager
IMA, Inc.
08.2023 - Current
Sr. Account Technician
IMA, Inc.
11.2021 - 07.2023
Case Manager
COMCARE Health Services
09.2014 - 05.2020
Bachelor of Arts - Psychology
University of Phoenix