Builder's Risk Account Manager – Project Risk

IMA Financial Group, Inc.; Portland (OR); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. is seeking a detail-oriented insurance professional to manage day-to-day client needs for Mid-Market and construction/real estate accounts.

You will prepare renewal materials, coordinate with underwriters, and support program design and negotiations with carriers. The role requires strong MS Office skills, impeccable organization, and the ability to build effective client relationships.

Qualifications

• Experience with client relationships and account management in a fast-paced environment.
• Proficiency with MS Office applications (PPT/Outlook/Word/Excel).
• Ability to work independently and build strong underwriter/client relationships.
• Willingness to travel up to 20% depending on book of business.

Responsibilities

• Serve as day-to-day contact for client requests within a book of business.
• Prepare renewal materials (premium & loss summaries, exposures, coverage comparisons, rates).
• Collaborate with Account Executives on client interactions and program design.
• Coordinate submissions, quotes, and negotiation with carriers.
• Handle policy instructions, endorsements, and certificate requests.
• Assist with premium allocations, certificates, and audits on expired/non-renewed policies.

Skills

Client relationship management

Organizational skills

Independence

Communication skills

AMS data handling

Time management

MS Office

Travel readiness

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group, Inc. is seeking a detail-oriented insurance professional to manage day-to-day client needs for Mid-Market and construction/real estate accounts.

You will prepare renewal materials, coordinate with underwriters, and support program design and negotiations with carriers. The role requires strong MS Office skills, impeccable organization, and the ability to build effective client relationships.