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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