Commercial Account Manager
IMA Financial Group
| Company | IMA Financial Group |
| Category | Sales |
| Location | Portland |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Manager |
| Salary | Not stated by the employer |
| Posted | 6 Jul 2026 |
| Last verified | 7 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
Essential job responsibilities include but are not limited to:
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 all client requests within a book of business (comprised of a mix of Mid-Market & Large/Complex accounts) and with direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & Loss summary, exposures, coverage comparison, premium & rate, etc.)
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
Demonstrates ability to anticipate client problems and provide solutions proactively
Using the client workbook, and under the direction of the Account Executive, creates the marketing submission, and manages ongoing negotiations 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
Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolves coverage and premium discrepancy issues, and conducts audits on expired and/or non-renewed policies
As needed, serves as a team lead, mentor, and/or manager for other Account Managers within the department. This includes ensuring quality control standards of the team are continually maintained and works with the Commercial Lines Leader regarding department strategies, needs, and performance
Required Experience and Skills include but are not limited to:
5+ yrs. applicable insurance experience with specialty experience preferred
Ability to work within AMS and maintain data completeness standards
Possesses strong organizational skills
Ability to work independently, and lead special project assignments
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
Competencies & Traits:
Professionalism
Manage Client Relationships
Agility/Flexibility
Interpersonal skills
Communicating
#LI-JS1
Compensation & Benefits
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, Well-Being Stipend , Personal and Professional Development. In addition to our robust benefits package, the