Senior Client Advisor, Insurance & Renewals

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

401(k)

Dental

Vision

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. is seeking a seasoned Client Advisor to manage a book of business, advise clients on coverage strategies, and coordinate renewal activity.

The role emphasizes analysis, cross-functional collaboration, and successful client relationships across markets. Applicants should have strong problem-solving, communication, and negotiation skills, with deep knowledge of property and casualty lines and license requirements.

Qualifications

• Minimum 7 years of related experience in insurance and client advisory services.
• Knowledge of policy forms and endorsements; ability to analyze quotes and negotiate terms.

Responsibilities

• Handle daily account servicing and client advisement needs; resolve coverage and premium discrepancies.
• Maintain accurate account information in agency management system; process endorsements and certificates of insurance.
• Develop renewal strategy; prepare pre-renewal summaries; review quotes and negotiate terms.

Skills

Critical thinking

Multitasking

Independence

Communication skills

Analytical skills

Strategic thinking

Relationship management

Problem solving

Team leadership

Time management

Attention to detail

Education

Property and Casualty license

Tools

Agency management system

Microsoft Office

Job description

IMA Financial Group, Inc. is seeking a seasoned Client Advisor to manage a book of business, advise clients on coverage strategies, and coordinate renewal activity.

The role emphasizes analysis, cross-functional collaboration, and successful client relationships across markets. Applicants should have strong problem-solving, communication, and negotiation skills, with deep knowledge of property and casualty lines and license requirements.