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US - WA - Spokane
July 15, 2024
What You'll Do • Retain current clients. • Annually design and execute an individual business / sales plan. • Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members. • Help client make more informed...
US - OR - Gresham
July 15, 2024
What You'll Do • Retain current clients. • Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. • Oversee preparation of certificates, as needed, and in accordance with...
US - TX - Dallas
July 8, 2024
What You'll Do • Develop and execute communication plans that clearly articulate objectives, strategies and tactics, and align with/promote IMA's vision • Draft compelling content that highlights IMA's associates and their incredible stories • Support IMA Central, our intranet, with...
US - WA - Bellevue
June 28, 2024
What You'll Do: PRIMARY FUNCTION: Provide prompt, accurate, and courteous service to our surety clients as well as our company representatives by working in tandem with the Account Executives. ESSENTIAL JOB FUNCTIONS: * Receive, submit, and process all clients' requests for service, i.e. bid/...
US - CO - Denver
June 12, 2024
Essential job responsibilities include but are not limited to: • Serves as the firm-wide expert on Financial Planning for individuals and families • Drives a "planning first" mindset and culture, promoting holistic planning and analysis of our clients' complete financial lives •...
US - WA - Bellevue
July 11, 2024
What Youll Do: • Retain current clients. • Annually design and execute an individual business / sales plan. • Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members. • Help client make more informed decisions with...