IMA Financial Group, INC
Commercial Account Manager
IMA Financial Group, INC, Portland, Oregon, us, 97228
What 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.* Assist in account reconciliations, as requested or as needed.* Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity.* Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.* Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters.* Prepare various displays or other documentation, as requested by the Account Executive or client.* Adhere to all Parker, Smith & Feek policies and procedures including active participation in PS&F'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.* Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested.* Additional projects as requested by management.
You Should Have
* Basic understanding of insurance.* 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
#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 candidate's 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, we're 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
* 2020-2023 Business Insurance Magazine Best Places to Work in Insurance* 2023 Inc. Magazine's Best Workplaces* 2023 Denver Business Journal's Best Places to Work* 2022-2023 Connecticut Top Work Places* 2021-2023 Inc. 5000's List of Fastest Growing Companies* 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies* 2022-2023 Kansas City Business Journal's Best Places to Work* 2021-2023 Charlotte Business Journal's Best Places to Work* 2021-2023 Los Angeles Business Journal's Best Places to Work* 2021-2023 The Salt Lake City Tribune Top Work Places* 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces* 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category* 2021 Dallas Business Journal's Best Places to Work* 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.
* 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.* Assist in account reconciliations, as requested or as needed.* Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity.* Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.* Communicate with the Account Management Team regarding any potential change, problem, or concern by client or underwriters.* Prepare various displays or other documentation, as requested by the Account Executive or client.* Adhere to all Parker, Smith & Feek policies and procedures including active participation in PS&F'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.* Act as a mentor in the development of other client service staff, taking on the responsibility of training, when requested.* Additional projects as requested by management.
You Should Have
* Basic understanding of insurance.* 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
#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 candidate's 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, we're 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
* 2020-2023 Business Insurance Magazine Best Places to Work in Insurance* 2023 Inc. Magazine's Best Workplaces* 2023 Denver Business Journal's Best Places to Work* 2022-2023 Connecticut Top Work Places* 2021-2023 Inc. 5000's List of Fastest Growing Companies* 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies* 2022-2023 Kansas City Business Journal's Best Places to Work* 2021-2023 Charlotte Business Journal's Best Places to Work* 2021-2023 Los Angeles Business Journal's Best Places to Work* 2021-2023 The Salt Lake City Tribune Top Work Places* 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces* 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category* 2021 Dallas Business Journal's Best Places to Work* 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.