Commercial Account Manager

IMA Financial Group•Portland, OR

8h•Hybrid

About The Position

Supports and demonstrates IMA’s core values, including valuing and understanding 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 (comprised of a mix of Mid-Market & Large/Complex accounts). With direction from the Account Executive, prepares or delegates renewal materials such as Premium & Loss summary, exposures, coverage comparison, and premium & rate. Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from the Account Executive. Supports in winning new business and assists the Account Executive with new client onboarding. Demonstrates the ability to anticipate client problems and provide solutions proactively. Using the client workbook and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiations with carriers. Receives quotes, reviews for accuracy and desired coverages, terms, and pricing from submission, generates and populates the proposal, and sends it to the Account Executive for completion/review. Receives policies, sends instructions to the applicable Center of Excellence (COE), and keeps the COE abreast of any changes that occur during negotiations, with the ability to process the policy if needed. Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies. As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department, ensuring quality control standards are maintained and working with the Commercial Lines Leader regarding department strategies, needs, and performance.

Requirements

5+ yrs. applicable insurance experience with specialty experience preferred
Ability to work within AMS and maintain data completeness standards
Possesses strong organizational skills
Ability to work independently, and lead special project assignments
Demonstrates 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)
Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferred
Some travel required (up to 30% depending on book of business & industry)
Strong communication skills both written and verbal
Professionalism
Manage Client Relationships
Agility/Flexibility
Interpersonal skills
Communicating

Nice To Haves

specialty experience preferred
Holds or is pursuing formal specialty designation [ARM, CPCU, Industry specific designation] preferred

Responsibilities

Serves as the day-to-day contact for all client requests within a book of business.
Prepares or delegates renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate).
Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight.
Supports in winning new business & supports AE with new client onboarding.
Anticipates client problems and provides solutions proactively.
Creates the marketing submission and manages ongoing negotiations with carriers.
Receives quotes, reviews for accuracy, and generates proposals.
Receives policies, sends instructions to the applicable COE, and keeps COE abreast of changes.
Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits.
Serves as a team lead, mentor, and/or manager for other Account Managers.
Ensures quality control standards of the team are continually maintained.
Works with the Commercial Lines Leader regarding department strategies, needs, and performance.