Commercial Project Risk Manager

IMA Financial Group, Inc.; Tacoma (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. seeks a client-focused service professional in Tacoma, WA to manage day-to-day client requests within a mid-market book, prepare renewal materials, and coordinate with underwriters and COEs. You will support negotiations, market submissions, and policy processing.

Responsibilities include renewal prep, marketing submissions, and maintaining AMS data. Travel up to 20% may be required; strong MS Office skills and communication are essential.

Qualifications

• Ability to work in a fast-paced environment with tight builder’s risk quotes.
• Experience with AMS data completeness and client servicing.
• Strong organizational and independent working skills.
• Ability to develop underwriter and client relationships.
• Proficient in MS Office (PowerPoint, Outlook, Word, Excel).
• Willingness to travel up to 20%.
• Professional communication skills.

Responsibilities

• Serve as day-to-day contact for client requests and renewals.
• Prepare renewal materials and coordinate with COE.
• Collaborate with AEs on negotiations and program design.
• Create marketing submissions and manage quotes from carriers.
• Process policies and handle endorsements.
• Perform premium allocations and audits on policies.
• Manage client relationships and maintain AMS data quality.

Skills

Fast-paced environment

AMS data completeness

Strong organizational skills

Independent work

Underwriter/client relationships

Delegation when needed

MS Office proficiency

Travel up to 20%

Excellent communication

Education

General insurance designation (preferred)

Tools

AMS

Job description

IMA Financial Group, Inc. seeks a client-focused service professional in Tacoma, WA to manage day-to-day client requests within a mid-market book, prepare renewal materials, and coordinate with underwriters and COEs. You will support negotiations, market submissions, and policy processing.

Responsibilities include renewal prep, marketing submissions, and maintaining AMS data. Travel up to 20% may be required; strong MS Office skills and communication are essential.