Senior Client Relations Manager, Commercial Insurance

2 weeks ago

Pasadena, California, United States IMA Financial Group Full time

Key Responsibilities

  • Oversee a designated portfolio of clients generating $800k (or more) in revenue.
  • Manage renewals, new business opportunities, cancellations, audits, and endorsement requests.
  • Assign tasks related to cancellations, audits, and endorsements to appropriate team members.
  • Issue invoices for policies, audits, endorsements, and cancellations as necessary.
  • Ensure the accuracy of your work and that of team members supporting you.
  • Track the issuance of certificates of insurance.
  • Develop guidelines for certificate issuance.
  • Maintain an updated renewal 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 ensure appropriate coverage.
  • Address or escalate inquiries from insured clients and underwriters.
  • Support producers, accounting teams, and clients in reconciling client accounts.
  • Facilitate account rounding initiatives.
  • Establish and nurture 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.
  • Possession of a Property & Casualty Insurance License is mandatory.
  • CISR/CIC designation or other advanced certifications are preferred.
  • Exceptional verbal and written communication abilities.
  • Familiarity with the renewal cycle and related processes.
  • Strong time management and problem-solving capabilities.
  • Accountability and personal responsibility for the assigned 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 will gain access to a comprehensive benefits and rewards package designed to support you, your family, and your lifestyle. Our offerings are cost-effective, convenient, and provide innovative ways to maintain health, protect loved ones, pursue financial stability, and enjoy a well-rounded life. This position is eligible for:

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

Why Consider a Career with IMA?

We prioritize our associates' well-being.

Imagine being a vital part of a growing, entrepreneurial organization where you can build lasting relationships, enjoy competitive benefits, and even gain partial ownership. This 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 Leadership in the Industry.

  • 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.

The IMA Financial Group, Inc. is an equal opportunity employer and provides equal 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, The 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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