Jobs · Business Development · Oregon

Senior Commercial Account Manager

IMA Financial Group, Inc. · Portland, OR · 2 wk ago
HybridBusiness DevelopmentFull-time

You'll Do

  • 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.
  • Absorb and respond to inquiries from clients and 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.
  • Assist Account Executives and Producers with Policy Onboarding, Review and oversee the Broker of Record Process.
  • Additional projects as requested by management.

You Should Have

  • 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 Instructions

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