Commercial Account Manager (Project Risk)

Socket.dev; Bellevue (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Program

Medical Plans

Prescription Drugs

Dental Plan

Vision Plan

Family Assistance Program

FSA

HSA

Pre-Tax Parking

401(k)

Life/AD&D

Accident Insurance

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft Protection

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. is seeking an experienced client service professional to manage mid-market and emerging risk accounts in builder’s risk programs from quote to renewal.

You will coordinate with account executives, prepare renewal materials, review coverage terms, and build strong relationships with underwriters and clients while balancing fast-paced demands.

Qualifications

• Fast-paced environment for builder’s risk quotes/placements.
• AMS data management familiarity.
• Strong organizational skills.
• Ability to work independently.
• Ability to build underwriter and client relationships.
• Ability to delegate to appropriate parties.
• Experience with MS Office (PowerPoint, Outlook, Word, Excel).
• Some travel up to 20%.
• Insurance designation preferred.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Serves as day-to-day contact for client requests within a book of business and prepares renewal materials.
• Partners with AE on client interactions, negotiations, and program design.
• Anticipates problems through client or underwriter communications.
• Creates marketing submissions and negotiates with carriers.
• Receives quotes, reviews coverage terms, and populates proposals.
• Processes policies and communicates changes to COE during negotiations.
• Performs premium allocations, certificate prep, contracts review, and audits.

Skills

Fast-paced environment

AMS data management

Organizational skills

Independent work

Underwriter relationships

Delegation

Strong communication

Travel up to 20%

Education

General insurance designation (preferred)

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

Essential job responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging construction and real estate accounts) and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) as relates to builder’s risk and/or other project specific risk insurance programs.
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, creates the marketing submission and manages ongoing negotiates with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal
• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

Required Experience and Skills

• Ability to work in fast-paced environment due to time demands of builder’s risk quotes/placements.
• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (up to 20% depending on book of business & industry)
• Strong communication skills both written and verbal

Competencies & Traits:

• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills
• Communicating

Salary Range

$70,000 — $100,000 USD

Compensation & Benefits

• 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, Well-Being Stipend, Personal and Professional Development.

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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

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.