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