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IMA Financial Group

Commercial Account Manager (Project Risk)

USAPosted 1 month ago

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Job type
Not listed
Work mode
Not listed
Level
Not listed
Department
Sales
Experience
Not listed
Posted
Sep 2, 2026

About the role

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 (primarily Mid-Market accounts OR Emerging construction and real estate accounts) and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) as relates to builder’s risk and/or other project specific risk insurance programs.
  • Partners with AE on client interactions, negotiations, technical analysis, and program design
  • Building ability to anticipate problems through client or underwriter communications or industry changes
  • Using the client workbook, 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
  • 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, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

Required Experience and Skills include but are not limited to:

  • Ability to work in fast-paced environment due to time demands of builder’s risk quotes/placements.
  • Ability to work within AMS and maintain data completeness standards
  • Strong organizational skills
  • Ability to work independently
  • 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 general insurance designation (preferred)
  • Some travel required (up to 20% depending on book of business & industry)
  • Strong communication skills both written and verbal

Competencies & Traits:

  • Professionalism
  • Manage Client Relationships
  • Agility/Flexibility
  • Interpersonal skills
  • Communicating