Associate Client Manager (Construction)

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

Essential job responsibilities include 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
• Pursues formal and informal training to develop into Account Manager
• Demonstrates competencies to own a book of business, but does not yet own a book
• Shadows AM and assists on renewals
• Demonstrates proficiency to perform all job tasks with AE & AM oversight, including:
• 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
• Other general responsibilities include 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:

• 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 (specifically PowerPoint, Outlook, Word, and Excel)
• Some travel required (up to 10% depending on book of business & industry)
• Strong communication skills both written and verbal
• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skillsCommunicating

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: $70,000 USD - $80,000 USD

• 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

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?

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’ve built a reputation for putting our associates first

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 Workplaces

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.