Client Executive (Commercial Lines)

IMA Financial Group

Pasadena (CA)

On-site

USD 140,000 - 160,000

Full time

6 days ago

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Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group in Pasadena seeks an experienced Client Advisor to manage complex accounts and advise clients on coverage, renewals, and carrier communications.

You will lead renewal activities, train new associates, and collaborate with sales staff to optimize client outcomes while upholding IMA values and compliance standards.

Qualifications

Critical thinking and problem solving in a fast-paced environment.
Ability to work independently on significant matters.
Manage sophisticated, complex accounts and analyze insurance quotes.
Think strategically and lead others; strong written and verbal skills.
Knowledge of policy forms and endorsements; familiarity with commissions.

Responsibilities

Handle daily account servicing and client advisement needs.
Maintain accurate account information in agency management system and process endorsements and certificates.
Cultivate communication with clients and carriers; conduct calls and meetings.
Develop renewal strategies and prepare renewal applications and quotes.
Lead renewal meetings independently; mentor junior associates.
Provide guidance on renewal strategies and client retention; cross-sell where appropriate.
Follow accounts receivable procedures and participate in training sessions.

Skills

Analytical thinking

Independent work

Client advisory

Communication skills

Renewal strategy

Problem solving

Microsoft Office

Multi-tasking

Education

Property & Casualty license

Tools

Agency management system

Carrier rating platforms

Excel / Office Suite

Job description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

Supports and demonstrates IMA Select’s core values
Values and understands the importance of diversity, equality, and inclusion among all IMA associates
Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
Cultivates and maintains excellent communication and relationships with clients and insurance carriers
Interacts professionally and timely with clients via email, phone, and in-person
Develops remarketing strategy in accordance with client servicing standards and market changes
Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
Must be comfortable leading conference calls and/or in-person client meetings independently of producer or manager to review insurance strategies and business operations
Assists with the onboarding and training of new associates
Serves as a mentor and subject matter expert by providing guidance to Client Advisors and Sr. Client Advisors regarding renewal strategies, client retention, problem solving, and overall account management and client satisfaction
Provides technical expertise and strategic guidance and assistance to sales staff
Develops and/or leads various insurance topic training sessions for associates across all markets
Participates in cross-selling new lines of coverage or services on existing accounts
Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
Attends education classes in combination with individual study programs to expand technical coverage knowledge

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
Ability to work independently regarding matters of significance
Ability to manage the most sophisticated and complex accounts
Ability to analyze insurance quotes and make recommendations
Ability to think strategically and lead others
Knowledge of policy forms and endorsements
Excellent written and oral communication and interpersonal skills
Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
Strong computer proficiency including Microsoft Office products
Minimum 7 years of similar or related experience
Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license

COMPETENCIES & TRAITS:

Professionalism
Self-Direction
Manage Client Relationships
Problem Solving

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

$140,000—$160,000 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. 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.

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.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.

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