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Commercial Account Manager

2 months ago

Portland, United States IMA Financial Group Full time
What Youll Do:
  • Supports and demonstrates IMAs core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associate
  • Provide quality professional service to clients in all aspects and phases of existing insurance accounts
  • Keep Sales Executives fully informed of all important activities on their accounts.
  • Monitor expiration list for client accounts and initiate renewal process.
  • Provide comprehensive marketing of new and renewal business and develop market strategy as required; account placement from start to finish without direct supervision.
  • Develop, coordinate and pull together client and insurance company presentations.
  • Provide accurate information to underwriters and respond to client requests.
  • Perform all tasks in the day-to-day servicing and maintenance of Sales Executives book of business in a timely, accurate and professional manner.
  • Check new and renewal policies for accuracy, based on proposals, applications and expiring policies.
  • Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
  • Participate in meetings, seminars and classes for skill and knowledge development
  • Effectively communicates client updates to appropriate team members
  • Assists with other team duties as needed i.e., position vacancy, cover personal time off, etc.
You Should Have::
  • Three + years industry related experience required
  • Perfer an Associates degree or experience equivalent to a degree
  • Must have a current Oregon Property and Casuality license
  • Strong reasoning skills and the ability to analyze and interpret data and can clearly communicate ideas in a concise manner
  • Complete knowledge of Carriers and industry standard forms.
  • Good listening skills and attention to detail are important.
  • Excellent written and communication skills, and the ability to present and articulate complex issues in a clear and concise manner
  • The ability to handle and prioritize multiple tasks while meeting deadlines in a high volume, fast paced environment.
  • Demonstrated the commitment to work through projects to completion
  • The ability to be persuasive while maintaining good relationships with peers, carriers and clients
  • A high degree of tact and diplomacy with the ability to maintain confidentiality
  • Strong computer proficiency with Microsoft Office products and other programs
  • The willingness to complete additional duties and take on additional responsibilities as the need arises

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

#LI-JS1

Compensation & Benefits:
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidates geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?:

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
?
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. And as an independent company based in the Midwest, were big enough to write business all over the world and small enough to implement your ideas quickly.
?
We are recognized nationally as a leader in our industry.

  • 2023 Inc. Magazines Best Workplaces
  • 2023 Denver Business Journals Best Places to Work
  • 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
  • 2021-2022 Inc. 5000s List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022 Kansas City Business Journals Best Places to Work
  • 2021-2022 Los Angeles Business Journals Best Places to Work
  • 2021-2022 Puget Sound Business Journals Washingtons Best Workplaces
  • 2021-2022 Wichita Business Journals Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journals Best Places to Work
  • 2021 Alaska Journal of Commerces Best Workplaces in Alaska
  • 2021 Wichita Business Journals Fastest Growing Companies List