Commercial Associate Account Manager
IMA Financial Group, Inc., Bellevue, WA, United States
Essential job responsibilities
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Pursues formal and informal training to develop into Account Manager
Demonstrates competencies to own a book of business, but does not yet own a book
Shadows AM and assists on renewals
Demonstrates proficiency to perform all job tasks with AE & AM oversight, including:
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
Other general responsibilities include 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
Experience in insurance or related industry
Ability to work within AMS and maintain data completeness standards
High level of organization and ability to interface with clients and carriers
Ability to delegate to appropriate parties when necessary
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Some travel required (up to 10% depending on book of business & industry)
Strong communication skills both written and verbal
Salary Range: $46,400 USD - $55,000 USD
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
Health Club Reimbursement
Personal and Professional Development
*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
2020-2023 Business 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 Top Work 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 Top Work 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-large category
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.
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Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Pursues formal and informal training to develop into Account Manager
Demonstrates competencies to own a book of business, but does not yet own a book
Shadows AM and assists on renewals
Demonstrates proficiency to perform all job tasks with AE & AM oversight, including:
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
Other general responsibilities include 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
Experience in insurance or related industry
Ability to work within AMS and maintain data completeness standards
High level of organization and ability to interface with clients and carriers
Ability to delegate to appropriate parties when necessary
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Some travel required (up to 10% depending on book of business & industry)
Strong communication skills both written and verbal
Salary Range: $46,400 USD - $55,000 USD
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
Health Club Reimbursement
Personal and Professional Development
*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
2020-2023 Business 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 Top Work 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 Top Work 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-large category
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.
#J-18808-Ljbffr