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Senior Client Manager, HNW Personal Lines
2 months ago
We are seeking a highly skilled Senior Client Manager to join our team at IMA Financial Group. As a Senior Client Manager, you will be responsible for providing exceptional service to our high net worth clients, managing their personal lines insurance needs, and driving business growth.
Key Responsibilities- Process incoming client inquiries, emails, and phone calls in a timely and professional manner.
- Understand and analyze client risks and needs to provide tailored insurance solutions.
- Work closely with underwriters to create unique risk solutions for high net worth clients.
- Maintain accurate client profiles and policies in our agency management system.
- Provide proactive risk management techniques to identify, analyze, and respond to client needs.
- Collaborate with the team to achieve business objectives and provide exceptional client service.
- Stay up-to-date with industry developments and best practices to ensure the highest level of service.
- Minimum 5 years of personal lines experience within a retail insurance brokerage.
- Minimum 2 years of experience servicing a complex book of high net worth clients.
- Proven track record of managing an increasingly complex book of business with revenue exceeding $300k.
- Demonstrated ability to negotiate on client behalf and make strong, direct recommendations.
- Demonstrated ability to delegate, effectively manage workflows, and problem solve independently.
As a Senior Client Manager at IMA Financial Group, you will enjoy a competitive salary range of $75,000-$85,000 USD, plus a comprehensive benefits package, including annual performance bonus, stock purchase, medical plans, and more.
We are committed to providing a supportive and collaborative work environment that fosters growth and development. If you are a motivated and results-driven professional with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
