Client Executive

2 weeks ago


Pasadena, California, United States IMA Financial Group Full time
Job Summary

We are seeking a highly skilled Client Executive - Commercial Lines to join our team at IMA Financial Group. As a key member of our team, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Manage a portfolio of commercial lines clients, providing proactive and reactive support to meet their insurance needs.
  • Develop and maintain strong relationships with clients, understanding their business objectives and providing tailored solutions to meet their needs.
  • Work closely with internal stakeholders, including producers, underwriters, and account managers, to ensure seamless service delivery and meet business objectives.
  • Identify and pursue new business opportunities, developing and executing strategies to grow the commercial lines book of business.
  • Stay up-to-date with industry trends, regulatory changes, and market developments, applying this knowledge to provide expert advice to clients and drive business growth.
  • Collaborate with cross-functional teams to develop and implement business strategies, ensuring alignment with company goals and objectives.
Requirements
  • Bachelor's degree or equivalent experience.
  • 7+ years of experience in a client-facing role, preferably in the property and casualty insurance industry.
  • Property & Casualty Insurance License required.
  • CISR/CIC designation or other advanced designation preferred.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Strong analytical and business acumen skills, with the ability to interpret data and make informed decisions.
What We Offer

At IMA Financial Group, we offer a competitive salary range of $100,000-$125,000, plus a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. We also offer opportunities for professional development, career advancement, and ownership in the company.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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