Jobs · Washington

Commercial Account Manager (Project Risk)

IMA Financial Group, Inc. · Bellevue, WA · 1 mo ago
Hybrid$70k/yrFull-time

Responsibilities

  • Supports and demonstrates IMA’s core values
  • Values and understands 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 (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.
  • Partners with AE on client interactions, negotiations, technical analysis, and program design
  • Building ability to anticipate problems through client or underwriter communications or industry changes
  • Using the client workbook, 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
  • 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

Requirements

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

Pay

Salary Range: $70,000 USD - $100,000 USD. Final offer amounts depend on geographic location, prior relevant experience, and knowledge, skills, and abilities.

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

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