Commercial Account Manager (Real Estate)

You'll Do

• Retail 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.
• Absorb and present various displays or other documentation, as requested by the Account Executive or client.
• Adhere to all Parker, Smith & Feek policies and procedures including active participation in PS&F’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.
• Additional projects as requested by management.

You Should Have

• Basic understanding of insurance.
• 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

Compensation & 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

Why Join IMA?

• We’ve built a reputation for putting our associates first
• We work in teams. We sell in teams. We win and prosper as a team
• We provide support systems and resources that enable each of our associates to focus on what they do best
• We are recognized nationally as a leader in our industry

Application

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