IMA Financial Group
Commercial Account Manager
Portland, OR
Sponsorship not specifiedDetected 16 days ago
SalesAccount ManagementExcelCommunicationOrganizational SkillsMicrosoft OfficeUnderwriting
About the role
- 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.
- It's this unique ownership business model that makes working at IMA so appealing.
- Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.
Responsibilities
- Supports and demonstrates IMA's core values
- Owns meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal oversight from AE
- Supports in winning new business & supports AE with new client onboarding
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations with carriers
- As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department.
- 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.
- Manage Client Relationships
Skills
- 5+ yrs. applicable insurance experience with specialty experience preferred
- Possesses strong organizational skills
- Demonstrates 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 formal specialty designation [ARM, CPCU, Industry specific designation] preferred
- Some travel required (up to 30% depending on book of business & industry)
- Strong communication skills both written and verbal
Compensation
- Compensation & Benefits
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This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.