Lead Client Relationship Manager

2 weeks ago

Bellevue, Washington, United States IMA Financial Group Full time

Position Summary:

As an integral part of our organization, you will take charge of fostering client partnerships, evaluating insurance agreements, negotiating terms with underwriters, and guaranteeing client satisfaction through outstanding service. At The IMA Financial Group, Inc., we emphasize integrity, trust, and professionalism in every engagement.

  • Effectively retain and manage existing client accounts.
  • Evaluate client contracts for insurance relevance and negotiate with underwriters as necessary.
  • Supervise the preparation of certificates and negotiate additional coverage options.
  • Review upcoming policy expirations and collaborate with the Marketing Department for renewals.
  • Present specifications to underwriters to secure competitive pricing.
  • Ensure adherence to internal standards and procedures.
  • Build and sustain robust business relationships founded on integrity and trust.
  • Provide guidance and training to client service personnel.
  • Complete projects and additional responsibilities as assigned by management.

Qualifications:

  • Fundamental understanding of the insurance sector.
  • Excellent communication abilities, both written and verbal.
  • Proven computer proficiency.
  • Numerical aptitude and meticulous attention to detail.
  • State of residency Producer's license.
  • A minimum of seven years of experience in the insurance field.
  • Five years of experience in a retail agency or brokerage setting.
  • Progressing towards an industry-recognized designation.

About The IMA Financial Group, Inc.

The IMA Financial Group, Inc. is dedicated to ensuring equal employment opportunities for all employees. We adhere to all relevant laws governing nondiscrimination in employment and promote a diverse and inclusive workplace.

Compensation & Benefits:

Joining The IMA family includes a comprehensive benefits package aimed at supporting your well-being and professional advancement. This position offers opportunities for annual performance bonuses, stock purchase options, various insurance plans, retirement savings, paid time off, flexible work arrangements, and more. Total compensation will be determined based on factors such as geographic location and relevant experience.

Why Choose IMA?

At IMA, we prioritize our associates, encourage teamwork, and provide opportunities for personal and professional growth. We take pride in being recognized nationally as a leader in the insurance industry and as a top employer in various regions.

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