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Client Manager

6 days ago

Pasadena, CA, United States IMA Financial Group Full time
What You'll Do
  • Responsible for assigned book of business.
  • Process renewals and incidental new business, cancellations, audits, and endorsement requests.
  • Responsible for accuracy of your work product and that of others assisting you.
  • Issue certificates of insurance, when necessary.
  • Create certificate guidelines form.
  • Initiate renewal meetings and be responsible for renewal process.
  • Negotiate coverages and premiums with carriers.
  • Provide producer and/or client executive with accurate renewal proposals.
  • Check policy coverages, endorsements and audits for accuracy.
  • Respond to or refer insureds' and underwriters' questions or requests.
  • Invoice policies, audits, endorsements, cancellations and other appropriate transactions.
  • Assist producer, accounting department and client in the reconciliation of client accounts.
  • Responsible for account rounding.
  • Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.
  • Adhere to policies and procedures set forth for the Department and Bolton & Company.
  • Pursue a program for professional development, including attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders
  • Be an active, responsible team member, conducting yourself in a professional and respectful manner to all internal and external clients, carriers, and staff.
You Should Have
  • 4 year college degree preferred. 3+ years related experience and/or training; or equivalent combination of education and experience.
  • Property & Casualty Insurance License.
  • CISR designation or other advanced designation.
  • Excellent oral and written communication skills.
  • Demonstrated comfort with renewal cycle and processes.
  • Possesses time management and problem solving skills.
  • Personal responsibility and accountability for assigned book of business.
  • Ability to build and grow professional relationships with clients
#LI-JS1

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range

$82,000-$90,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 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


This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment 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 in which the company has facilities.