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Client Executive, Commercial Lines Specialist
2 months ago
We are seeking a highly skilled Client Executive, Commercial Lines to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and delivering exceptional service to drive business growth and retention.
Key Responsibilities- Manage a portfolio of commercial lines clients, providing proactive service and support to ensure their needs are met and exceeded.
- Develop and implement tailored solutions to meet the unique needs of each client, driving business growth and retention.
- Collaborate with internal stakeholders to ensure seamless service delivery and effective communication with clients.
- Stay up-to-date with industry trends and developments, applying this knowledge to enhance client relationships and drive business success.
- Contribute to the development of business strategies and initiatives, working closely with the commercial lines team to achieve goals and objectives.
- Bachelor's degree or equivalent experience in a related field.
- Proven experience as a Client Manager, Account Manager, or similar role in the P&C brokerage industry, with a strong track record of success.
- Property & Casualty Insurance License required.
- CISR/CIC designation or other advanced designation preferred.
- Excellent oral and written communication skills, with the ability to build strong relationships with clients and internal stakeholders.
- Demonstrated comfort with renewal cycle and processes, with the ability to manage multiple priorities and deadlines.
- Personal responsibility and accountability for assigned book of business, with a strong focus on delivering exceptional service and driving business growth.
As a Client Executive, Commercial Lines at IMA Financial Group, you will enjoy a competitive salary range of $100,000—$125,000 USD, plus a range of benefits and rewards, including:
- 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
- Health Club Reimbursement
- Personal and Professional Development
We are an equal employment opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
