Lead Client Services Manager, Property

1 week ago

Pasadena, California, United States IMA Financial Group Full time

Key Responsibilities

  • Oversee a designated portfolio of clients generating significant revenue, exceeding $800k.
  • Manage the renewal process and handle new business inquiries, cancellations, audits, and endorsement requests.
  • Assign tasks related to cancellations, audits, and endorsements to appropriate team members.
  • Prepare invoices for policies, audits, endorsements, and cancellations as necessary.
  • Ensure the accuracy of your work and that of your team.
  • Track the issuance of insurance certificates.
  • Develop guidelines for certificate issuance.
  • Maintain the renewal tracking list.
  • Market renewal policies effectively.
  • Negotiate coverage terms and premiums with insurance carriers.
  • Provide producers with comprehensive renewal proposals.
  • Conduct final reviews of policies to confirm coverage adequacy.
  • Address inquiries from insured parties and underwriters or direct them as needed.
  • Assist producers and the accounting team in reconciling client accounts.
  • Manage account rounding effectively.
  • Foster and sustain strong relationships with both internal and external stakeholders.

Qualifications

  • Bachelor's Degree or equivalent professional experience.
  • 5-7+ years of proven experience in a Client Manager, Account Manager, or similar role within the Property & Casualty brokerage sector.
  • Property & Casualty Insurance License is mandatory.
  • CISR/CIC designation or other advanced certifications are preferred.
  • Exceptional verbal and written communication abilities.
  • Proven familiarity with the renewal cycle and associated processes.
  • Strong time management and problem-solving capabilities.
  • Accountability and personal responsibility for the assigned client portfolio.
  • Ability to cultivate and enhance professional relationships with clients.

Compensation & Benefits Overview

Joining IMA comes with numerous advantages. As a member of the IMA family, you gain access to a comprehensive benefits and rewards package tailored to support you, your family, and your lifestyle. Our offerings are designed to be cost-effective and convenient, promoting health, safeguarding loved ones, ensuring financial stability, and enabling a well-rounded life. This position includes:

  • Annual Performance Bonus
  • Stock Purchase Options
  • Medical, Dental, and Vision Plans
  • Family Assistance Programs
  • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
  • 401(k) Retirement Plan
  • Life and Accidental Death & Dismemberment Insurance
  • Critical Illness and Hospital Indemnity Coverage
  • Short-term and Long-term Disability Insurance
  • Business Travel Accident Insurance
  • Identity Theft Protection
  • Paid Time Off and Flexible Work Options
  • Paid Holidays and Sabbaticals
  • Gift Matching Programs
  • Health Club Reimbursement
  • Opportunities for Personal and Professional Development

Why Choose IMA?

We prioritize our associates

Imagine being a vital part of a growing, entrepreneurial company where you can build lasting relationships, enjoy competitive benefits, and even gain a stake in the business. Our unique ownership model is what makes IMA an attractive workplace.

Teamwork is at our core

We believe in collaboration. Our support systems and resources empower each associate to excel in their roles. As an independent firm based in the Midwest, we have the capacity to conduct business globally while remaining agile enough to implement your ideas swiftly.

Recognized as an industry leader

  • Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • Connecticut Top Workplaces
  • Inc. 5000's Fastest Growing Companies
  • Civic 50 Colorado Honoree for Community Engagement
  • Kansas City Business Journal's Best Places to Work
  • Charlotte Business Journal's Best Places to Work
  • Los Angeles Business Journal's Best Places to Work
  • The Salt Lake City Tribune Top Workplaces
  • Puget Sound Business Journal's Best Workplaces in Washington
  • Wichita Business Journal's Best Places to Work, #1 in the extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This job description is not exhaustive and may be subject to change.

IMA Financial Group, Inc. is an equal opportunity employer, providing employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location where the company operates.

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