Client Executive (Commercial Lines)

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental Plan

Vision Plan

401(k)

Life/AD&D

Flexible Work Options

Paid Time Off

Job summary

IMA Financial Group, Inc. in Pasadena, CA seeks an experienced insurance professional to manage client advisement, renewals, and cross-selling initiatives. The role requires handling inquiries, quotes, endorsements, and certificates, while maintaining strong relationships with clients and carriers.

The candidate will lead renewal preparation, negotiate terms, and guide associates on renewal strategies and problem solving. A CA license and 7+ years of related experience are expected.

Qualifications

• 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

Responsibilities

• 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

Skills

Critical thinking

Multitasking

Independence

Communication

Insurance knowledge

Policy forms & endorsements

Negotiation

Microsoft Office

Agency management system

Carrier rating platforms

Tools

Agency management system

Carrier rating platforms

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

#LI-JS1

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

$130,000-$150,000 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.

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.

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.