Lead 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 Performance Bonus

Stock Purchase

Medical Plans

401(k)

Flexible Work Options

Paid Time Off

Job summary

IMA Financial Group, Inc. in Pasadena is seeking a leadership position responsible for managing an internal support team for Property & Casualty. The role includes client management, team oversight, and process improvement to enhance operational efficiency.

Ideal candidates will have significant insurance experience, possess a leadership background, and hold an active Insurance License. The position offers competitive salary and a comprehensive benefits package.

Qualifications

• Leadership experience preferred.
• Active Insurance License is required.
• Knowledge of FLSA standards and compliance with laws.

Responsibilities

• Manage a diverse team of service professionals.
• Serve as primary contact for assigned clients.
• Develop processes to improve team workflows.
• Mentor team members and support their growth.
• Align service delivery with client objectives.

Skills

Organizational skills

Communication skills

Collaboration

Technical skills (Microsoft Office, Salesforce)

Problem-solving skills

Education

BA or BS preferred

10 years equivalent insurance experience

Job description

This position is considered a leadership position which requires responsibility for management of internal support team for P&C at IMA West. This position also has client management responsibilities.

Team Leadership and Management

• Lead and manage a diverse team of service professionals, ranging from entry-level to senior client managers.
• Set clear goals, expectations, and performance standards for team members.
• Provide regular feedback, mentorship, and professional development opportunities.

Client Management

• Serve as the primary point of contact for assigned clients, ensuring high-quality service and a positive client experience.
• Oversee all aspects of the renewal process, including strategy development, service delivery, and client engagement.
• Collaborate with producers to align client objectives with organizational capabilities and ensure seamless communication.
• Work with internal teams and external partners to address client needs and drive successful outcomes.

Mentorship and Career Development

• Act as a mentor to team members, guiding them in their roles and supporting their professional growth.
• Assist in hiring efforts, onboarding new team members, and creating career pathing opportunities.

Operational Oversight

• Ensure all team members fulfill their responsibilities efficiently and effectively.
• Develop and implement processes to improve team workflows and deliverables.
• Collaborate with sales staff to align service delivery with client and organizational needs.

Team Building and Collaboration

• Foster a sense of community and collaboration within the team.
• Promote alignment and integration between the team and the broader Property & Casualty (P&C) department.
• Help with change management procedures to confirm alignment between team and broader company change initiatives.

Strategic Contributions

• Support leadership in cultivating a high-performance team culture.
• Provide insights and recommendations to enhance team operations, client satisfaction, and overall efficiency.
• Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.

Supervisory Responsibilities

This job has supervisory responsibilities, including time and attendance, performance management, effective communication, and employee relations. Knowledge of current FLSA standards for wage and hour, as well as compliance with state and federal employment laws, is critical.

• Strong organizational, planning and communication skills.
• Positive collaboration with colleagues, business partners and clients/prospective clients.
• Willingness and ability to pitch in, even without explicitly being asked.
• Ability to understand and communicate the bigger picture while still being extremely detailed oriented.
• Proficient and proper email etiquette.
• Strong technological skills w/ Microsoft Word, Outlook, Excel, PowerPoint, Teams & Salesforce.
• Excellent oral and written communication skills.
• Possesses time management and problem-solving skills.
• Ability to build and grow professional relationships with clients.

Job Specifications

• BA or BS preferred and/or 10 years equivalent insurance experience.
• Leadership experience preferred.
• Active Insurance License.

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 USD - $150,000 USD

Benefits

• 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
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

*These benefits do not apply to internship roles.

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.