Account Manager - National Real Estate

IMA Financial Group, Inc.; Pasadena (CA); Vor Ort; USD 57.000 - 86.000; Vollzeit

Benefits dieser Stelle

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

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

Well‑Being Stipend

Personal and Professional Development

Zusammenfassung

IMA Financial Group, Inc. in Pasadena, CA seeks a client service professional to manage day‑to‑day requests for Mid‑Market or Emerging accounts, under direction of Account Executive. You will prepare renewal materials and coordinate with carriers.

This role emphasizes building client and underwriter relationships, handling submissions, and supporting new client onboarding. Travel up to 20% may be required; strong MS Office skills and insurance designation preferred.

Qualifikationen

• AMS experience and data completeness
• Strong organizational and time-management skills
• Ability to work independently and manage multiple priorities
• Ability to build underwriter and client relationships
• Willingness to travel up to 20%
• Excellent written and verbal communication skills

Aufgaben

• Serves as day‑to‑day contact for client requests within a book of business
• Prepares renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate) or delegates
• Partners with Account Executive on client interactions, negotiations, and program design
• Supports Account Executive with new client onboarding
• Creates marketing submissions and manages negotiations with carriers
• Receives quotes, reviews for accuracy, generates proposals for AE review
• Processes policy instructions and updates COE on changes during negotiations
• Performs premium allocations, certificates, basic contract reviews, endorsements, and audits on expired/non-renewed policies
• Maintains client workbook and communicates with underwriters to anticipate issues

Kenntnisse

Client relationships

Organizational skills

Independent worker

Strong communication

Ausbildung

General insurance designation (preferred)

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Jobbeschreibung

Essential job responsibilitiesinclude but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Serves as the day‑to‑day contact for all client requests within a book of business (primarily Mid‑Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Supports AE with new client onboarding
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on‑demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non‑renewed policies

Required Experience and Skills include but are not limited to:

• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (up to 20% depending on book of business & industry)
• Strong communication skills both written and verbal

The anticipated posting timeline for this opportunity is 10/14/2026 - 11/14/2026.

Salary Range: $57,000 USD - $86,000 USD

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
• Well‑Being Stipend
• Personal and Professional Development

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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

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.