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Account Manager

2 months ago

Portland, Oregon, United States IMA Financial Group Full time
Insurance Account Manager at IMA Financial GroupWhat You'll Do
  • Supports and demonstrates IMA's core values
  • Understanding the importance of diversity, equity, and inclusion among all IMA associates
  • Providing quality professional service to clients in all aspects and phases of existing insurance accounts
  • Keeping Sales Executives informed of important activities on their accounts
  • Monitoring expiration list for client accounts and initiating renewal process
  • Comprehensive marketing of new and renewal business, developing market strategy when needed, and handling account placement from start to finish independently
  • Developing, coordinating, and preparing client and insurance company presentations
  • Providing accurate information to underwriters and responding to client requests
  • Performing all tasks in servicing Sales Executive's book of business promptly and professionally
  • Checking new and renewal policies for accuracy based on proposals, applications, and expiring policies
  • Servicing commercial lines accounts to eliminate coverage gaps and reduce E&O exposures
  • Participating in meetings, seminars, and classes for skill and knowledge development
  • Effectively communicating client updates to the team
  • Assisting with various team duties as needed, such as covering vacancies and managing personal time-offs
You Should Have:
  • Minimum of three years of industry-related experience
  • Preferably an Associate degree or equivalent experience
  • Current Oregon Property and Casualty license required
  • Strong reasoning skills and the ability to analyze and interpret data
  • Complete knowledge of Carriers and industry standard forms
  • Good listening skills and attention to detail
  • Excellent written and verbal communication skills
  • Ability to handle multiple tasks, prioritize, and meet deadlines in a fast-paced environment
  • Commitment to work through projects to completion
  • Persuasive with good relationship maintenance skills
  • High degree of tact, diplomacy, and confidentiality maintenance
  • Strong proficiency in Microsoft Office products and other relevant programs
  • Willingness to take on additional duties and responsibilities as needed
Compensation & Benefits

Being a part of IMA has its benefits. The comprehensive benefits package includes Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental and Vision Coverage, Family Assistance Program, FSA, HSA, 401(k), Life/AD&D, and more. The final offer may vary based on geographic location, relevant experience, and skills.

Why Join IMA?

Joining IMA means being an integral part of an entrepreneurial company that values its associates. The unique ownership business model, support, progressive benefits, and the opportunity to work in a collaborative team environment set IMA apart. Being a nationally recognized leader in the industry, IMA offers a rewarding career journey.

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