Senior Client Executive: Insurance & Renewal Strategy

imafinancialgroup; Pasadena (CA); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Job summary

IMA Select, a subsidiary of IMA Financial Group, is seeking an experienced Insurance Account Manager to support daily account servicing, client advisement, and renewal activities. This role emphasizes building client relationships with carriers and managing complex accounts.

You will lead discussions on renewal strategies, train associates, and contribute to multi-line insurance solutions in a collaborative environment. Pasadena-based position with comprehensive benefits.

Qualifications

• Ability to prioritize and multitask in a fast-paced environment.
• Ability to analyze insurance quotes and make recommendations based on client needs.
• Knowledge of policy forms and endorsements.

Responsibilities

• Handle daily account servicing and client advisement needs with insurance inquiries and coverage issues.
• Maintain accurate account information in agency management system and process endorsements and certificates.
• Renewal management including pre-renewal summaries, quotes, and proposals.
• Lead conference calls or in-person client meetings to review strategies.
• Mentor junior staff and provide guidance on renewal strategies and client satisfaction.
• Develop and lead insurance topic training sessions across markets.

Skills

Critical thinking and problem-solving

Independent work

Complex account management

Insurance quotes analysis

Strategic thinking and leadership

Written and verbal communication

Mathematical proficiency

MS Office proficiency

Education

Property and Casualty license

Tools

Microsoft Office

Job description

IMA Select, a subsidiary of IMA Financial Group, is seeking an experienced Insurance Account Manager to support daily account servicing, client advisement, and renewal activities. This role emphasizes building client relationships with carriers and managing complex accounts.

You will lead discussions on renewal strategies, train associates, and contribute to multi-line insurance solutions in a collaborative environment. Pasadena-based position with comprehensive benefits.