Senior Client Executive – Commercial Lines & Team Leadership

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

Prescription Drugs

Dental & Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group in Pasadena is seeking a Lead Client Executive (Commercial Lines) to lead the internal P&C support team and manage key client relationships.

The role oversees all renewal activity, collaborates with producers, mentors staff, and drives process improvements across the department. A BA/BS and active insurance license are preferred; strong leadership and communication are essential.

Qualifications

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

Responsibilities

• Lead and manage a diverse team of service professionals and client managers.
• Serve as primary client contact; oversee renewals and engagement.
• Mentor team members and support career development.
• Improve team workflows and align service delivery with needs.
• Promote collaboration with the P&C department and sales.
• Provide leadership insights to enhance client satisfaction and efficiency.
• Oversee time/attendance, performance management, and compliance.

Skills

Organizational skills

Communication

Leadership

Email etiquette

MS Office

Salesforce

Time management

Problem solving

Client relationships

Education

BA or BS preferred

Active Insurance License

Tools

Microsoft Word

Outlook

Excel

PowerPoint

Teams

Salesforce

Job description

IMA Financial Group in Pasadena is seeking a Lead Client Executive (Commercial Lines) to lead the internal P&C support team and manage key client relationships.

The role oversees all renewal activity, collaborates with producers, mentors staff, and drives process improvements across the department. A BA/BS and active insurance license are preferred; strong leadership and communication are essential.