Client Manager

Company: IMA Financial Group
Location: Pasadena
Posted on: November 18, 2023

Job Description:

What You'll Do Manage a book of business comprised of high net worth clients amounting to over $350k in revenue Process policies as new business, renewals or rewrites. Process changes and follow up with client as necessary. Maintain client profiles/policies in agency management system Develop and maintain excellent relationships with our partners, carriers and vendors Process incoming email, mail and calls from clients, lenders and insurance company personnel Maintain and be responsible for expiration reports Counsel clients and team on coverage and limits Assess when accounts need to be taken to market, quote and propose Provide proactive Risk Management techniques in identifying, analyzing and responding to a client's needs Provide renewal summaries of insurance in accordance with renewal service standards/schedule renewal meetings, when necessary Responsible to actively account round and cross sell when appropriate Understand risks/needs with high net worth clientele and proper carrier placement Work with underwriters to create unique risk solutions for high net worth clientele Review monthly statements from accounting and take necessary action Provide mentorship to team to help facilitate growth of team members, provide coverage for team members when necessary, collaborate with team and department manager to assist with time-sensitive work or when team is overloaded Work accurately and timely in all processes Understand and follow all company and department processes and procedures Work efficiently and effectively in a team environment. Ensure behavior consistently reflects the best interests of the team and the client Project a positive attitude toward company goals and team objectives Utilize intuitive behaviors to work with various personalities and styles You Should Have: Must be able and willing to work onsite 2 days per week out of our Pasadena, CA office 4 year college degree preferred Minimum 5-7 years industry experience in Personal Lines within an insurance brokerage and/or training; or equivalent combination of education and experience Middle market product expert and experience with High Net Worth carriers required Active P&C license required Insurance designation is a plus Successful track record in handling an increasingly complex book of business Demonstrated ability to negotiate on client's behalf and make strong, direct recommendations Demonstrated ability to delegate, effectively manage workflows, and problem solve independently Completed designation and willingness to continue pursuing a program for professional development This Job Description is not a complete statement of all duties and responsibilities comprising this position. 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. #LI-JS1 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 hiring range for this position is $75,000 - $90,000. While this is the targeted range, 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. 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 2021 Wichita Business Journal's Fastest Growing Companies List Employment Type: Full Time

Keywords: IMA Financial Group, Pasadena , Client Manager, Executive , Pasadena, California