Commercial Account Manager

IMA Financial Group•Portland, OR

9d•Hybrid

About The Position

Supports and demonstrates IMA’s core values, including a strong understanding and appreciation for diversity, equity, and inclusion. Serves as the primary day-to-day contact for client requests within a designated book of business, primarily focusing on Mid-Market or Emerging accounts. Works under the direction of the Account Executive to prepare renewal materials, partner on client interactions, negotiations, technical analysis, and program design. Assists with new client onboarding and develops the ability to anticipate potential problems through communication and industry awareness. Creates marketing submissions and manages carrier negotiations using the client workbook. Reviews and processes quotes, generates proposals, and sends them to the Account Executive. Receives policies, sends instructions to the Center of Excellence (COE), and manages policy endorsements, discrepancy resolutions, and audits.

Requirements

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).
Some travel required (up to 20% depending on book of business & industry).
Strong communication skills both written and verbal.

Nice To Haves

Hold s or is pursuing general insurance designation (preferred).

Responsibilities

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.
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.