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IMA Financial Group, Inc. · 2 hours ago

Commercial Associate Account Manager

Bellevue, WA

Full-time

Hybrid

New Grad, Entry Level

$47K/yr - $60K/yr

IMA Financial Group, Inc. is an entrepreneurial, expanding company recognized nationally as a leader in the insurance industry. They are seeking a Commercial Associate Account Manager to support account management tasks, shadow Account Managers, and assist in managing client relationships and insurance negotiations.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

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

Qualification

Insurance experienceAMS proficiencyMS Office proficiencyHigh level of organizationCommunication skills

Required

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

Benefits

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

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974