Commercial Lines Client Manager - Renewal & Growth Lead

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Job summary

IMA Financial Group, Inc. in Pasadena, CA is seeking an experienced Commercial Insurance Producer/Account Manager to handle a defined book of business and oversee renewal cycles.

You will negotiate coverages, prepare renewal proposals, coordinate with carriers, and support client accounting while delivering exceptional service. A CA P&C license and CISR designation are preferred, with strong communication skills and time management a must.

Qualifications

• 4+ years of commercial P&C experience
• Property & Casualty Insurance License
• CISR designation or other advanced designation
• Excellent oral and written communication skills
• Demonstrated comfort with renewal cycle and processes
• Time management and problem solving skills
• Personal responsibility and accountability for assigned book of business
• Ability to build and grow professional relationships with clients

Responsibilities

• Responsible for assigned book of business.
• Process renewals and incidental new business, cancellations, audits, and endorsement requests.
• Responsible for accuracy of your work product and that of others assisting you.
• Issue certificates of insurance, when necessary.
• Initiate renewal meetings and be responsible for renewal process.
• Negotiate coverages and premiums with carriers.
• Provide producer and/or client executive with accurate renewal proposals.
• Check policy coverages, endorsements and audits for accuracy.
• Respond to or refer insureds' and underwriters' questions or requests.
• Invoice policies, audits, endorsements, cancellations and other appropriate transactions.
• Assist producer, accounting department and client in the reconciliation of client accounts.
• Responsible for account rounding.
• Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.
• Adhere to policies and procedures set forth for the Department and Bolton & Company.
• Pursue a program for professional development, including attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders
• Be an active, responsible team member, conducting yourself in a professional and respectful manner to all internal and external clients, carriers, and staff.

Skills

Commercial P&C experience

Oral and written communication

Time management

Education

Property & Casualty Insurance License

CISR designation

Job description

IMA Financial Group, Inc. in Pasadena, CA is seeking an experienced Commercial Insurance Producer/Account Manager to handle a defined book of business and oversee renewal cycles.

You will negotiate coverages, prepare renewal proposals, coordinate with carriers, and support client accounting while delivering exceptional service. A CA P&C license and CISR designation are preferred, with strong communication skills and time management a must.