Commercial Account Manager (Project Risk)

About the role

Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging construction and real estate accounts) and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) as relates to builder’s risk and/or other project specific risk insurance programs.

Responsibilities

• Supports and demonstrates IMA’s core values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Builds ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, creates the marketing submission and manages ongoing negotiations with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal
• 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

Required Experience and Skills

• Ability to work in fast-paced environment due to time demands of builder’s risk quotes/placements
• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills
• 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)
• Holds 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

Competencies & Traits

• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills
• Communicating

Pay

Salary Range: $70,000 USD - $100,000 USD

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development