Senior Client Relationship Manager, Commercial Insurance

2 weeks ago


Pasadena, California, United States IMA Financial Group Full time
Position Overview

The Senior Client Relationship Manager is entrusted with a significant portfolio generating over $800k in revenue. This role encompasses the following responsibilities:

Key Responsibilities:
  • Manage renewals and incidental new business, cancellations, audits, and endorsement requests.
  • Oversee the delegation of cancellations, audits, and endorsement requests.
  • Ensure accurate invoicing for policies, audits, endorsements, and cancellations.
  • Maintain the accuracy of work produced by yourself and your team.
  • Monitor the issuance of certificates of insurance and create guidelines for their management.
  • Maintain a comprehensive renewal list and market renewal policies effectively.
  • Negotiate coverage terms and premiums with insurance carriers.
  • Provide producers with well-prepared renewal proposals.
  • Conduct final checks on policies to ensure adequate coverage.
  • Address inquiries from insured parties and underwriters, or refer them as necessary.
  • Assist producers and the accounting department in reconciling client accounts.
  • Responsible for account rounding and developing strong relationships with clients.

Qualifications:
  • Bachelor's Degree or equivalent professional experience.
  • A minimum of 5-7 years of proven experience in a Client Manager or Account Manager role within the Property & Casualty brokerage sector.
  • Property & Casualty Insurance License is mandatory.
  • CISR/CIC designation or other advanced certifications are preferred.
  • Exceptional oral and written communication skills.
  • Familiarity with the renewal cycle and associated processes.
  • Strong time management and problem-solving abilities.
  • Accountability for the assigned book of business and ability to foster professional relationships with clients.

Compensation & Benefits:

The salary range for this position is $85,000 — $105,000 USD. IMA Financial Group offers a comprehensive benefits package that 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 Disability Insurance
  • Paid Time Off and Flexible Work Options
  • Professional Development Opportunities

Why Choose IMA Financial Group?

At IMA, we prioritize our associates and foster a collaborative environment. We are recognized nationally for our commitment to excellence and innovation in the insurance industry. Our independent structure allows us to implement ideas swiftly while providing the resources necessary for our associates to thrive.

  • Pasadena, California, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Senior Business Banking Relationship Manager to join our team at Bank of America. As a key member of our commercial banking team, you will be responsible for providing expert financial solutions to complex business clients and prospects.Key ResponsibilitiesManage an extensive portfolio of complex clients and...


  • Pasadena, California, United States BankTalent HQ Full time

    About the RoleAt BankTalent HQ, we're seeking a highly skilled Commercial Lending Relationship Manager to join our team in Pasadena, CA. As a key member of our commercial lending team, you will be responsible for identifying and developing business opportunities, building strong relationships with clients, and providing expert financial guidance to help them...


  • Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at IMA Financial Group. As a Client Manager, you will be responsible for managing a portfolio of commercial insurance clients, providing exceptional service, and driving business growth.Key ResponsibilitiesClient Management: Develop and maintain strong relationships...


  • Pasadena, California, United States IMA Financial Group Full time

    Key ResponsibilitiesOversee 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...


  • Pasadena, California, United States BITCO Insurance Companies Full time

    Job OverviewBITCO Insurance Companies is on the lookout for a Senior Underwriter to join our dynamic team. This role is pivotal in our operations, focusing on the evaluation of commercial insurance applications specifically within the Construction and Forest Products sectors. Position Highlights:The selected candidate will be responsible for underwriting new...


  • Pasadena, California, United States BITCO Insurance Companies Full time

    Job OverviewBITCO Insurance Companies is currently in search of a Senior Underwriter to join our dynamic team. This role is pivotal in evaluating and managing commercial insurance applications, particularly within the Construction and Forest Products sectors. The position allows for a hybrid or remote work arrangement, with occasional travel required for...


  • Pasadena, California, United States International Search Consultants Full time

    Wealth Management Consultant RoleInternational Search Consultants is on the lookout for a Wealth Management Consultant to enhance our team. This position focuses on collaborating with Ultra-High Net Worth Individuals and Families, delivering tailored financial solutions that meet their unique needs.Key Qualifications:Relevant certifications such as CTFA,...


  • Pasadena, California, United States East West Bank Full time

    Introduction:Since its inception, East West Bank has been a vital conduit for success. With a robust presence across the U.S. and Asia, we serve as the premier financial link between Eastern and Western markets. Our diverse teams of seasoned professionals are dedicated to guiding businesses and community members in exploring new opportunities and markets....


  • Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Account Manager 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 high-value clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage a book of business...


  • Pasadena, California, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking merges with creative problem-solving, enabling us to redefine the finance sector collaboratively. As a Financial Consultant Partner (FCP), you will be at the forefront, serving as a trusted ally to our Senior Financial...


  • Pasadena, California, United States Cogent Communications Full time

    Job Title: International Client Relationship ManagerCompany: Cogent Communications stands as a prominent Tier 1 Internet Service Provider with a robust global footprint in the telecommunications sector. Renowned for its high-speed Internet solutions and Ethernet transport offerings, Cogent is recognized for its superior network infrastructure and competitive...


  • Pasadena, California, United States Cogent Communications Full time

    Position Title: International Client Relationship ManagerCompany Overview: Cogent Communications stands as a prominent Tier 1 Internet Service Provider (ISP) with a robust global footprint in the telecommunications sector. Renowned for its high-speed Internet connectivity and Ethernet transport solutions, Cogent is distinguished by its superior network...


  • Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Manager to join our team at IMA Financial Group. As a Senior Client Manager, you will be responsible for managing a complex book of high net worth clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage a portfolio of high net worth...


  • Pasadena, California, United States East West Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team at East West Bank. As a key member of our Client Services team, you will be responsible for providing exceptional service and support to our Relationship Managers and Portfolio Managers, ensuring seamless delivery of our banking services to...


  • Pasadena, California, United States Gutierrez Insurance Agency Full time

    About Gutierrez Insurance AgencyWe are a dynamic insurance agency seeking a licensed insurance agent to join our team. As a licensed insurance agent, you will have the opportunity to work from home and build a successful career in the insurance industry.Job ResponsibilitiesClient Relationships: Develop and maintain professional relationships with clients,...


  • Pasadena, California, United States Tohme Insurance Agency Inc Farmers Insurance Full time

    Job OverviewTohme Insurance Agency Inc Farmers Insurance is seeking a dedicated and motivated Property & Casualty Insurance Sales Agent to enhance our team. The ideal candidate will be a reliable and articulate individual with strong communication skills and a knack for engaging with potential clients.Key Responsibilities - Engage with incoming clients to...


  • Pasadena, California, United States Tohme Insurance Agency Inc Farmers Insurance Full time

    Job OverviewTohme Insurance Agency Inc Farmers Insurance is seeking a dedicated and motivated Property & Casualty Insurance Sales Consultant to become a vital part of our team. The ideal candidate will possess strong communication skills, a professional demeanor, and a commitment to providing exceptional service to our clients.Key Responsibilities - Engage...


  • Pasadena, California, United States City National Bank Full time

    SENIOR CREDIT ANALYST CBJoin a vibrant team within the financial sector at City National Bank, a proud subsidiary of Royal Bank of Canada. We are in search of a Senior Credit Analyst to engage in the loan management cycle by offering credit and loan underwriting proficiency to our Commercial Banking division.Assess potential loan transactions and evaluate...


  • Pasadena, California, United States Tohme Insurance Agency Inc Farmers Insurance Full time

    Job OverviewTohme Insurance Agency Inc Farmers Insurance is seeking a dedicated and motivated Property & Casualty Insurance Sales Agent to become a vital part of our team. The ideal candidate will possess a strong sense of responsibility, excellent communication skills, and a passion for helping clients find the right insurance solutions.Key...


  • Pasadena, California, United States EPIC Insurance Brokers & Consultants Full time

    Job Summary:The Private Client Placement Specialist plays a critical role in the risk assessment and placement team, supporting sales and account management within Private Client. This position is primarily focused on marketing high net worth and ultra-high net worth opportunities, including new placements and renewal activities.Critical Job...