Senior Construction Insurance Client Lead – Flexible Work

Socket.dev; 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. is seeking an experienced Account Manager to oversee day-to-day client interactions for a diverse book of business, including mid-market and large/complex accounts.

You will prepare renewal materials, facilitate meetings, and drive negotiations with carriers with guidance from the Account Executive. The role includes supporting new business onboarding and leadership for junior team members.

Qualifications

• 5+ yrs. insurance experience; Construction exp. preferred.
• Ability to use AMS and maintain data completeness.

Responsibilities

• Owns meeting facilitation and client interactions with minimal supervision.
• Prepares renewal materials and negotiates with carriers.
• Supports new business and onboarding of clients.
• Manages negotiations and marketing submissions under AE direction.
• Mentors other Account Managers and ensures quality control.

Skills

Insurance experience

AMS

Organizational skills

Independent work

Client relationships

Delegation

MS Office

Professional designation

Travel up to 30%

Communication skills

Tools

MS Office

Job description

IMA Financial Group, Inc. is seeking an experienced Account Manager to oversee day-to-day client interactions for a diverse book of business, including mid-market and large/complex accounts.

You will prepare renewal materials, facilitate meetings, and drive negotiations with carriers with guidance from the Account Executive. The role includes supporting new business onboarding and leadership for junior team members.