National Real Estate Account Manager — Client Growth

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 57,000 - 86,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

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

Job summary

IMA Financial Group, Inc. in Pasadena, CA seeks a client service professional to manage day‑to‑day requests for Mid‑Market or Emerging accounts, under direction of Account Executive. You will prepare renewal materials and coordinate with carriers.

This role emphasizes building client and underwriter relationships, handling submissions, and supporting new client onboarding. Travel up to 20% may be required; strong MS Office skills and insurance designation preferred.

Qualifications

• AMS experience and data completeness
• Strong organizational and time-management skills
• Ability to work independently and manage multiple priorities
• Ability to build underwriter and client relationships
• Willingness to travel up to 20%
• Excellent written and verbal communication skills

Responsibilities

• Serves as day‑to‑day contact for client requests within a book of business
• Prepares renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate) or delegates
• Partners with Account Executive on client interactions, negotiations, and program design
• Supports Account Executive with new client onboarding
• Creates marketing submissions and manages negotiations with carriers
• Receives quotes, reviews for accuracy, generates proposals for AE review
• Processes policy instructions and updates COE on changes during negotiations
• Performs premium allocations, certificates, basic contract reviews, endorsements, and audits on expired/non-renewed policies
• Maintains client workbook and communicates with underwriters to anticipate issues

Skills

Client relationships

Organizational skills

Independent worker

Strong communication

Education

General insurance designation (preferred)

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group, Inc. in Pasadena, CA seeks a client service professional to manage day‑to‑day requests for Mid‑Market or Emerging accounts, under direction of Account Executive. You will prepare renewal materials and coordinate with carriers.

This role emphasizes building client and underwriter relationships, handling submissions, and supporting new client onboarding. Travel up to 20% may be required; strong MS Office skills and insurance designation preferred.