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Senior Account Manager, Commercial Lines

2 months ago

Pasadena, California, United States IMA Financial Group Full time
About the Role

We 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 Responsibilities
  • Manage a book of business with a focus on education and non-profit clients, generating revenue of $1M or more.
  • Process renewals, new business, cancellations, audits, and endorsement requests, ensuring accuracy and efficiency.
  • Delegate tasks to team members, providing guidance and support as needed.
  • Invoice policies, audits, endorsements, and cancellations, maintaining accurate records.
  • Monitor certificate issuance and create certificate guidelines forms.
  • Develop and maintain a comprehensive renewal list, marketing renewal policies to clients.
  • Negotiate coverages and premiums with carriers, providing competitive proposals to clients.
  • Collaborate with producers, accounting, and clients to reconcile client accounts, ensuring accuracy and timeliness.
  • Responsible for account rounding, ensuring seamless client experiences.
  • Build and maintain strong relationships with internal and external clients, fostering trust and loyalty.
Requirements
  • Bachelor's Degree or equivalent experience.
  • 7+ years of experience as a Client Manager, Account Manager, or similar role in the P&C brokerage industry.
  • Property & Casualty Insurance License required.
  • CISR/CIC designation or other advanced designation preferred.
  • Excellent oral and written communication skills.
  • Demonstrated comfort with renewal cycles and processes.
  • Strong time management and problem-solving skills.
  • Personal responsibility and accountability for assigned book of business.
  • Ability to build and grow professional relationships with clients.
What We Offer

As a Senior Account Manager at IMA Financial Group, you will enjoy a competitive salary range of $100,000-$125,000 USD, plus a comprehensive benefits package, 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.
About IMA Financial Group

IMA Financial Group is a leading provider of financial services, committed to delivering exceptional value to our clients and associates. We pride ourselves on our entrepreneurial spirit, innovative approach, and commitment to excellence.

We are recognized nationally as a leader in our industry, with numerous awards and accolades, including:

  • 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 TopWork Places.
  • Inc. 5000's List of Fastest Growing Companies.
  • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies.
  • 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 TopWork Places.
  • Puget Sound Business Journal's Washington's Best Workplaces.
  • Wichita Business Journal's Best Places to Work, #1 in extra-large category.
  • 2021 Dallas Business Journal's Best Places to Work.
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska.