Senior Client & Renewal Manager (Insurance)

IMA Financial Group, Inc.

Pasadena (CA)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Annual Performance Bonus
Stock Purchase
Medical Plans
401(k)
Flexible Work Options
Paid Time Off

Job summary

A leading financial services firm in Pasadena is seeking a Mid-Senior level professional for a full-time role. Responsibilities include managing a book of business, negotiating insurance coverages, and ensuring accuracy in policy documentation. The ideal candidate will have a strong background in insurance with a 4-year degree and necessary licenses. This position offers competitive benefits and opportunities for professional development within a supportive team environment.

Qualifications

  • 5-7 years related experience and/or training.
  • Demonstrated comfort with renewal cycle and processes.
  • Personal responsibility and accountability for assigned book of business.

Responsibilities

  • Responsible for assigned book of business.
  • Negotiate coverages and premiums with carriers.
  • Respond to insureds' and underwriters' questions or requests.

Skills

Excellent oral and written communication skills
Time management skills
Problem-solving skills
Ability to build and grow professional relationships

Education

4 year college degree
Property & Casualty Insurance License
CISR designation or other advanced designation

Job description

A leading financial services firm in Pasadena is seeking a Mid-Senior level professional for a full-time role. Responsibilities include managing a book of business, negotiating insurance coverages, and ensuring accuracy in policy documentation. The ideal candidate will have a strong background in insurance with a 4-year degree and necessary licenses. This position offers competitive benefits and opportunities for professional development within a supportive team environment.
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