Senior Client Executive, Commercial Lines & Renewals

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

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental Plan

Vision Plan

401(k)

Life/AD&D

Flexible Work Options

Paid Time Off

Job summary

IMA Financial Group, Inc. in Pasadena, CA seeks an experienced insurance professional to manage client advisement, renewals, and cross-selling initiatives. The role requires handling inquiries, quotes, endorsements, and certificates, while maintaining strong relationships with clients and carriers.

The candidate will lead renewal preparation, negotiate terms, and guide associates on renewal strategies and problem solving. A CA license and 7+ years of related experience are expected.

Qualifications

• Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment.
• Ability to work independently regarding matters of significance
• Ability to manage the most sophisticated and complex accounts
• Ability to analyze insurance quotes and make recommendations
• Ability to think strategically and lead others
• Knowledge of policy forms and endorsements
• Excellent written and oral communication and interpersonal skills
• Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
• Strong computer proficiency including Microsoft Office products
• Minimum 7 years of similar or related experience
• Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license

Responsibilities

• Supports and demonstrates IMA Select's core values
• Values and understands the importance of diversity, equality, and inclusion among all IMA associates
• Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
• Cultivates and maintains excellent communication and relationships with clients and insurance carriers
• Interacts professionally and timely with clients via email, phone, and in-person
• Develops remarketing strategy in accordance with client servicing standards and market changes
• Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
• Must be comfortable leading conference calls and/or in-person client meetings independently of producer or manager to review insurance strategies and business operations
• Assists with the onboarding and training of new associates
• Serves as a mentor and subject matter expert by providing guidance to Client Advisors and Sr. Client Advisors regarding renewal strategies, client retention, problem solving, and overall account management and client satisfaction
• Provides technical expertise and strategic guidance and assistance to sales staff
• Develops and/or leads various insurance topic training sessions for associates across all markets
• Participates in cross-selling new lines of coverage or services on existing accounts
• Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
• Attends education classes in combination with individual study programs to expand technical coverage knowledge

Skills

Critical thinking

Multitasking

Independence

Communication

Insurance knowledge

Policy forms & endorsements

Negotiation

Microsoft Office

Agency management system

Carrier rating platforms

Tools

Agency management system

Carrier rating platforms

Job description

IMA Financial Group, Inc. in Pasadena, CA seeks an experienced insurance professional to manage client advisement, renewals, and cross-selling initiatives. The role requires handling inquiries, quotes, endorsements, and certificates, while maintaining strong relationships with clients and carriers.

The candidate will lead renewal preparation, negotiate terms, and guide associates on renewal strategies and problem solving. A CA license and 7+ years of related experience are expected.