Senior Commercial Account Manager

IMA Financial Group•Portland, OR

17h

About The Position

This role is responsible for retaining current clients by analyzing client contracts for insurance purposes, negotiating with underwriters, and managing client service work product to ensure compliance with internal standards and procedures. The Senior Commercial Account Manager will also oversee the preparation of certificates, negotiate additional coverages, and review expiring policies with the Account Management Team. They will prepare and present specifications to underwriters, negotiate for coverage and pricing, and refer unacceptable results to the Account Executive. The role involves preparing accurate proposals, placing coverage, overseeing invoicing, and assisting with account reconciliations. A key aspect of this position is developing and maintaining strong business relationships built on integrity, trust, honesty, and creativity, while conducting business with professionalism and a positive demeanor. The Senior Commercial Account Manager will communicate with the Account Management Team regarding any client or underwriter concerns and prepare various documentation as requested. Adherence to all IMA policies and procedures, including active participation in quality management and control, is expected. The role also involves completing projects upon management's request, working with other Account Team members to ensure client needs are met, and proactively assisting in the career development and mentorship of other client service staff, including training when requested. Additionally, this role will assist Account Executives and Producers with Policy Onboarding, Review, and oversee the Broker of Record Process, along with other projects as requested by management.

Requirements

Strong written and verbal communication skills.
Computer literacy and demonstrated ability.
Math aptitude.
State of residency Producer’s license
High school diploma or equivalent
Minimum 3 years insurance experience
Working towards industry-approved designation

Responsibilities

Retain current clients.
Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client.
Oversee preparation of certificates, as needed, and in accordance with policy terms and limitations.
Negotiate additional coverages as required and requested by client.
Manage client service work product ensuring compliance of internal standards and procedures.
Review all expiring policies with Account Management Team and obtain the updated renewal information from the client, consulting with the Marketing Department, as needed.
Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing.
Refer unacceptable results to Account Executive promptly.
Prepare accurate proposals.
Place coverage, oversee invoicing, and document to client.
Assist in account reconciliations, as requested or as needed.
Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity.
Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.
Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters.
Prepare various displays or other documentation, as requested by the Account Executive or client.
Adhere to all IMA policies and procedures including active participation in IMA’s commitment to quality management and control.
Complete projects upon management’s request.
Work with other Account Team members to ensure client needs are met.
Proactively assist all Team members in their career development, as well as be available to help all others in their development including effective mentorship.
Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested.
Assist Account Executives and Producers with Policy Onboarding, Review and oversee the Broker of Record Process.
Additional projects as requested by management.