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Commercial Associate Account Manager at Imafinancialgroup
ImafinancialgroupBellevue, WA; Spokane Valley, WA; Tacoma, WA·15h ago
ManagerFull-timeAWS
Salary Range
$81,600 - $110,400 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for an Account Manager to join our team at IMA Financial Group, Inc. This role involves supporting core values, developing into an Account Manager, and demonstrating competencies to own a book of business.
Key Responsibilities
- →Pursue formal and informal training to develop into Account Manager
- →Demonstrate competencies to own a book of business
- →Shadow Account Manager and assist on renewals
- →Use the client workbook to create marketing submissions and manage ongoing negotiations with carriers
- →Receive quotes, review for accuracy, generate proposals, and send to Account Executive for review
- →Receive policies, send instructions to COE, and keep COE updated on changes
- →Handle premium allocations, surplus lines template preparation, Certificate of Insurance requests, on-demand certificates, basic contract reviews, policy endorsements, and resolving coverage and premium discrepancy issues
Requirements
- ✓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 (PowerPoint, Outlook, Word, Excel)
- ✓Some travel required (up to 10%)
- ✓Strong communication skills both written and verbal
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