Mid-Market P&C Account Leader — Renewals & Strategy

IMA Financial Group, Inc.; Springfield (OR); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual performance bonus

Stock purchase plan

Medical plans

Dental plan

Vision plan

401(k)

Life/AD&D

Job summary

IMA Financial Group, Inc. seeks an experienced insurance professional to manage client relationships in a mid‑market book, coordinate renewal materials, and support negotiations with carriers. You will partner with the Account Executive on client interactions and program design.

The role emphasizes proactive problem-solving, strong communication, and timely submission preparation to ensure accurate coverage terms and pricing.

Qualifications

• 3+ years of P&C experience, preferably within the middle market Account Management space.

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 client requests within a book of business with direction from the Account Executive and prepares renewal materials.
• Partners with AE on client interactions, negotiations, technical analysis, and program design.
• Supports AE with new client onboarding.
• Builds ability to anticipate problems through client or underwriter communications or industry changes.
• Creates the marketing submission and manages negotiations with carriers.
• Receives quotes, reviews for accuracy, and generates proposals for the Account Executive.

Skills

P&C experience

Account management

Independence & communication

MS Office proficiency

Education

General Insurance designation (preferred)

Tools

AMS platform

Job description

IMA Financial Group, Inc. seeks an experienced insurance professional to manage client relationships in a mid‑market book, coordinate renewal materials, and support negotiations with carriers. You will partner with the Account Executive on client interactions and program design.

The role emphasizes proactive problem-solving, strong communication, and timely submission preparation to ensure accurate coverage terms and pricing.