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Commercial Account Manager

IMA Financial Group
Portland, OR, US
Full-time

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
  • 30+ days ago
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