Commercial Lines Account Manager

IMA Financial Group, Inc.; Anchorage (AK); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

401(k)

Flexible Work Options

Paid Time Off

401(k)

Job summary

A dynamic financial services firm in Anchorage, Alaska, is seeking a dedicated account manager to support mid-market client requests. This role involves client interactions, preparing renewal materials, and partnering with Account Executives. Candidates must possess excellent organizational skills, a strong understanding of insurance processes, and be comfortable working independently. The position offers a comprehensive benefits package, including performance bonuses, medical plans, and a flexible work environment. Join a company recognized nationally for its workplace culture.

Qualifications

• Ability to maintain data completeness standards.
• Some travel required (up to 20%).
• Strong organizational and communication skills.
• Ability to build underwriter and client relationships; ability to delegate when necessary.
• Experience with MS Office products (PowerPoint, Outlook, Word, Excel).
• Holds or is pursuing general insurance designation (preferred).
• Some travel required (up to 20%).
• Strong communication skills both written and verbal.

Responsibilities

• Serve as day-to-day contact for client requests.
• Partner with Account Executive on client interactions.
• Create marketing submission and negotiate with carriers.
• Partners with AE on client interactions, negotiations, technical analysis, and program design.
• Acts as a floater and shared resource for the Commercial Lines team during onboarding, staffing transitions, peak renewal periods, and absences.
• Supports new client onboarding across the team, including managing the BOR process and coordinating with partners.
• Anticipates issues or coverage needs through proactive client, carrier, and industry monitoring.
• Creates marketing submissions and negotiates with carriers under the direction of the Account Executive.
• Receives quotes, reviews for accuracy, generates proposals, and forwards for resolution.
• Processes policies, communicates with COE, and handles changes during negotiations.
• Performs premium allocations, surplus lines template preparation, certificate of insurance requests, basic contract reviews, policy endorsements, and audits on expired/non-renewed policies.

Skills

Organizational skills

Independent work

Client relationship building

Communication skills

Software proficiency in MS Office

Travel up to 20%

Insurance designation (preferred)

Education

General insurance designation

Tools

AMS

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

Essential job responsibilities

include but are not limited to:

• 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 accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Acts as a floater and shared resource for the Commercial Lines team by providing coverage support during onboarding, staffing transitions, peak renewal periods, and planned or unplanned absences.
  • Supports new client onboarding across the team, including, managing the BOR process with coordination with the sales team, gathering exposure information, applications, coordinating with internal/external partners, and ensuring smooth handoff into ongoing service team.
• Anticipates issues or coverage needs through proactive client, carrier, and industry monitoring, escalating concerns as appropriate
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, and under the direction of the Account Executive, 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, and sends to Account Executive for completion/review
• 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 within AMS and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationshipsAbility 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

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, Well-Being Stipend , 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.

*These benefits do not apply to internship roles.*

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

• 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
• 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.