Lead Client Executive (Commercial Lines)

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

Benefits offered by this job

Annual bonus

Stock purchase plan

Medical plans

401(k)

Paid time off

Flexible work options

Job summary

IMA Financial Group is seeking a senior leader to supervise the internal P&C support team in Pasadena, responsible for client management and renewal strategy. You will guide a diverse team, drive performance, and partner with producers to meet client objectives.

The role emphasizes mentorship, onboarding, and cross-functional collaboration, with opportunities to influence service delivery and company growth. Strong leadership and insurance experience are essential.

Qualifications

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

Responsibilities

• Lead and manage a diverse service team of professionals.
• Oversee renewal strategy, service delivery and client engagement.
• Collaborate with producers to align client objectives with capabilities.
• Mentor team members and support career growth.
• Assist in hiring, onboarding and career pathing.
• Ensure efficient team performance and implement workflow improvements.
• Collaborate with sales to align service with client needs and company goals.
• Attend meetings, seminars and client events as required.

Skills

Leadership

Client management

Mentorship

Team leadership

Communication

Organization

Education

BA or BS preferred

Active Insurance License

Tools

Salesforce

Microsoft Office

Job description

Summary

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.

Competencies

• 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

#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

Compensation & Benefits

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.

*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

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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.