Senior Client Manager, Construction — Employee-Owner Growth

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. in Pasadena, CA, seeks an Account Manager to act as the day-to-day contact for a diverse book of business and to prepare renewal materials under the Account Executive’s guidance. This role emphasizes client relationships, negotiations, and program design with minimal oversight.

Some travel (up to 30%) may be required as the team supports new business and client onboarding. The company offers a comprehensive benefits package; salary ranges from $100,000 to $115,000 USD

Qualifications

• 5+ yrs insurance experience; construction background preferred.
• Ability to maintain data completeness in AMS systems.
• Strong organizational skills and independence for project work.
• Proven ability to build underwriter and client relationships.
• Experience with MS Office (PowerPoint, Outlook, Word, Excel) required.

Responsibilities

• Serve as day-to-day contact for client requests within a mixed Mid-Market & Large/Complex book.
• Prepare renewal materials (premium & loss summaries, exposures, coverage comparison, pricing) or delegate as needed.
• Own meeting facilitation, client interactions, negotiations, and program design with minimal AE oversight.
• Assist in winning new business and onboarding new clients with AE support.
• Create marketing submissions under AE direction and manage carrier negotiations.
• Review quotes for accuracy and coverage, and support policy changes during negotiations.
• Assist COE with policy instructions and processing as needed.
• Handle premium allocations, certificates, and basic contract reviews; resolve coverage/premium issues.
• Potentially lead or mentor other Account Managers and align with department strategies.

Skills

Relationship management

MS Office

Communication skills

Project leadership

Travel up to 30%

Client negotiations

Data integrity

Tools

AMS

Job description

IMA Financial Group, Inc. in Pasadena, CA, seeks an Account Manager to act as the day-to-day contact for a diverse book of business and to prepare renewal materials under the Account Executive’s guidance. This role emphasizes client relationships, negotiations, and program design with minimal oversight.

Some travel (up to 30%) may be required as the team supports new business and client onboarding. The company offers a comprehensive benefits package; salary ranges from $100,000 to $115,000 USD