Senior Insurance Client Advisor & Renewal Strategist

IMA Financial Group; Pasadena (CA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Job summary

IMA Financial Group in Pasadena, CA seeks an experienced Client Advisor to manage complex client accounts, advise on coverage, and lead renewal strategies. You will collaborate with carriers, negotiate terms, and mentor junior team members to ensure client satisfaction.

Qualifications include 7+ years in related roles, a Property and Casualty license, and strong MS Office and agency management system proficiency. This is a full-time, on-site position with a comprehensive benefits package.

Qualifications

• 7+ years of similar or related experience; advanced industries experience preferred.
• Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license.
• Strong written and oral communication and interpersonal skills.

Responsibilities

• Daily account servicing and client advisement needs including handling inquiries, resolving coverage and premium discrepancy issues, maintaining account information in agency management system, processing endorsements, audits, certificates of insurance, and auto ID cards.
• Cultivates and maintains communication with clients and insurance carriers and interacts professionally via email, phone, and in person.
• Leads renewal process on assigned book including pre-renewal summaries, renewal applications, online quoting, negotiating terms and premiums, and issuing renewal documents.
• Mentors and provides guidance to Client Advisors regarding renewal strategies, client retention, problem solving, and account management.
• Provides technical expertise and strategic guidance to sales staff and leads insurance topic trainings.
• Participates in cross-selling new lines of coverage or services on existing accounts.

Skills

Critical thinking

Problem solving

Independent work

Account management

Client advisement

Renewals

Leadership

Cross-selling

Communication

Insurance knowledge

Negotiation

Strategic thinking

Education

Property and Casualty license

Tools

Agency management system

Microsoft Office

Job description

IMA Financial Group in Pasadena, CA seeks an experienced Client Advisor to manage complex client accounts, advise on coverage, and lead renewal strategies. You will collaborate with carriers, negotiate terms, and mentor junior team members to ensure client satisfaction.

Qualifications include 7+ years in related roles, a Property and Casualty license, and strong MS Office and agency management system proficiency. This is a full-time, on-site position with a comprehensive benefits package.