Aspiring Client Manager: Grow Relationships & Own the Book

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

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

Job summary

IMA Financial Group, Inc. is seeking a development-oriented professional in Pasadena, CA to support and learn the Account Manager role. You will shadow an Account Manager, assist on renewals, and gain experience managing client relationships and carrier negotiations.

The role emphasizes training, data accuracy in AMS, and collaboration with account executives to deliver accurate proposals and policy changes. This position offers solid benefits and growth within a national firm.

Qualifications

• Experience in insurance or related industry
• Ability to work within AMS and maintain data completeness standards
• High level of organization and ability to interface with clients and carriers
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (PowerPoint, Outlook, Word, and Excel)
• Some travel required (up to 10%)
• Strong communication skills both written and verbal
• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills

Responsibilities

• Shadows AM and assists on renewals
• Creates the marketing submission and manages ongoing negotiations with carriers under AE guidance
• Receives quotes, reviews for accuracy and coverage, terms, pricing, and prepares proposals
• Sends instructions to COE and tracks changes during negotiations
• Performs premium allocations, certificates of insurance requests, and master approvals
• Handles policy endorsements and resolves coverage and premium discrepancies
• Maintains data in AMS and supports audits of policies

Skills

Relationship management

Communication

Organization

Attention to detail

Delegation

Tools

PowerPoint

Outlook

Word

Excel

Job description

IMA Financial Group, Inc. is seeking a development-oriented professional in Pasadena, CA to support and learn the Account Manager role. You will shadow an Account Manager, assist on renewals, and gain experience managing client relationships and carrier negotiations.

The role emphasizes training, data accuracy in AMS, and collaboration with account executives to deliver accurate proposals and policy changes. This position offers solid benefits and growth within a national firm.