Commercial Account Manager

IMA Financial Group•Honolulu, HI

8d•$80,000 - $120,000•Hybrid

About The Position

The Commercial Account Manager serves as the primary day-to-day contact for client requests within their assigned book of business, focusing on Mid-Market or Emerging accounts. This role operates under the direction of the Account Executive, supporting client interactions, negotiations, technical analysis, and program design. The position involves preparing renewal materials, managing marketing submissions and carrier negotiations, reviewing quotes, generating proposals, and processing policies. Additionally, the role handles premium allocations, certificate of insurance requests, basic contract reviews, policy endorsements, and resolving coverage and premium discrepancies.

Requirements

Ability to work within AMS and maintain data completeness standards.
4+ years of commercial insurance experience.
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).
Strong communication skills both written and verbal.

Nice To Haves

Holds or is pursuing general insurance designation (preferred).
Some travel required (up to 20% depending on book of business & industry).

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.
Builds ability to anticipate problems through client or underwriter communications or industry changes.
Uses the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers.
Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review.
Receives policies, 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.
Performs 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.
Supports and demonstrates IMA’s core values.
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.