Senior Account Manager - Advanced Industries Practice

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 74,000 - 112,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. is seeking a Senior Account Manager in Pasadena, CA to manage complex renewals and provide high-quality client service. The role requires extensive experience in commercial insurance, strong communication skills, and proficiency in relevant tools. The salary range is $74,000 - $112,000, with a robust benefits package including annual performance bonuses, medical plans, and 401(k). The company values diversity and equal employment opportunities.

Qualifications

• 7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred.
• Ability to run multiple complex renewals at once with high accuracy.
• Ability to build trusted client and underwriter relationships and resolve escalations.

Responsibilities

• Own day-to-day service and renewal outcomes for an assigned book.
• Lead renewal execution end-to-end with high accuracy.
• Manage carrier engagement and negotiate routine terms.

Skills

Commercial insurance experience

Strong communication and judgment

Technical proficiency in commercial lines

Proficiency in AMS/Epic

Microsoft Office proficiency

Education

Active state property & casualty insurance license

ARM, CPCU, or other relevant specialty designations

Tools

AMS/Epic

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Job description

Our Advanced Industries Practice is seeking a Senior Account Manager (Sr. AM) to join our team. The Sr. AM leads complex renewals and day-to-day servicing for a $1.5–$3.0M book (varies by market/complexity) and partners with Account Executives/Producers to deliver a high-quality client experience.

Essential Job Responsibilities

• Own day-to-day service and renewal outcomes for an assigned book (higher‑complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
• Lead renewal execution end‑to‑end: timeline governance, exposure/loss updates, submissions, quote analysis, and client‑ready deliverables with high accuracy and minimal rework.
• Manage carrier engagement and follow‑up; negotiate routine terms within delegated authority; elevate strategic decisions with clear options and recommendations.
• Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
• Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
• Oversee post‑bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
• Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on‑demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non‑renewed policies.
• Mentor Account Managers and reinforce quality‑control standards; share best practices and lead process improvements (may serve as a team lead/SME).
• Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

Required Experience and Skills

• 7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred.
• Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy.
• Strong communication and judgment; able to lead technical discussions, translate trade‑offs into decisions, and drive outcomes within delegated authority.
• Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency.
• Effective delegation to COE/service partners with consistent quality control and documentation standards.
• Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions.
• Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline.
• Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word).
• Travel up to 30% (varies by book of business and industry), including carrier and client meetings.
• Active state property & casualty insurance license.
• ARM, CPCU, and/or other relevant specialty designations (completed or in progress).

Salary Range: $74,000 USD - $112,000 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.

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.