Commercial Insurance Client Manager | Flexible Work Options

IMA Financial Group; Honolulu (HI); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Job summary

IMA Financial Group is seeking an experienced Insurance Account roles professional to serve as the day-to-day client contact for a Mid-Market or Emerging book of business. You will support renewal materials, collaborate with the Account Executive on negotiations and program design, and assist with new client onboarding.

You will build relationships with underwriters and clients, manage negotiations with carriers, and ensure accurate quotes and proposals for AE review.

Qualifications

• 4+ years of commercial insurance experience.
• Ability to work independently.
• Ability to build underwriter and client relationships.
• Ability to delegate to appropriate parties when necessary.
• Strong communication skills both written and verbal.

Responsibilities

• Serve as the day-to-day contact for client requests within a book of business (Mid-Market or Emerging) with direction from the Account Executive.
• Prepare or delegate renewal materials (premium & loss summary, exposures, coverage comparison, premium & rate).
• Partner with AE on client interactions, negotiations, technical analysis, and program design.
• Support AE with new client onboarding.
• Anticipate problems through client or underwriter communications or industry changes.
• Create marketing submissions and manage negotiations with carriers under AE guidance.
• Receive quotes, review for accuracy and coverages, generate and send proposals to AE.
• Process policies and COE communications during negotiations and updates.
• Handle premium allocations, surplus lines template prep, COI templates, endorsements, audits.

Skills

Independent work

Client relationships

Delegation

Communication

Travel up to 20%

Education

General insurance designation (preferred)

Tools

PowerPoint

Outlook

Word

Excel

Job description

IMA Financial Group is seeking an experienced Insurance Account roles professional to serve as the day-to-day client contact for a Mid-Market or Emerging book of business. You will support renewal materials, collaborate with the Account Executive on negotiations and program design, and assist with new client onboarding.

You will build relationships with underwriters and clients, manage negotiations with carriers, and ensure accurate quotes and proposals for AE review.