Commercial Account Manager

IMA Financial Group

Location
Portland, OR; Springfield, OR
Employment type
unknown
Posted
Posted
  • Commercial Lines

About the role

Essential job responsibilities include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) Partners with AE on client interactions, negotiations, technical analysis, and program design Supports AE with new client onboarding Building ability to anticipate problems through client or underwriter communications or industry changes Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers Receive s quotes, review s for accuracy and desired coverages, terms, pricing from submission , generates and populates the proposal , and sends to Account Executive for completion/review Receives polic ies, sends instructions to the applicable COE , and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed Perform s premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies Required Experience and Skills include but are not limited to: Ability to work within AMS and maintain data completeness standards 3+ years of P&C experience, preferably within the middle market Account Management space Ability to work independently Ability to build underwriter and client relationships Ability to delegate to appropriate parties when necessary Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel) Hold s or is pursuing general insurance designation (preferred) Some travel required (up to 20% depending on book of business & industry) Strong communication skills both written and verbal #LI-JS1 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

More at IMA Financial Group

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