What You’ll Do
- Supports and demonstrates IMA’s 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 Executive’s 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 ., 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
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