Client Manager

IMA Financial Group
$65,000-$70,000 USD
paid time off, paid holidays, 401(k)
United States, California, Pasadena
Apr 17, 2025
What You'll Do Handle incoming email, mail, and calls from clients, lenders, and insurance company personnel. Process changes and follow up with clients in writing/email. Accept payments from insureds and forward to company/process payments online. Process new business, renewals, or rewrites and maintain client profiles/policies in the client management system. Maintain and be responsible for expiration reports. Counsel clients on coverage and limits. Determine when accounts need to be taken to market, quote, and propose options. Provide proactive Risk Management techniques for identifying, analyzing, and responding to a client's needs. Visit clients at home or office on larger accounts, when necessary, with the producer or manager. Provide renewal summaries of insurance on VIP accounts. Responsible for actively account rounding. Check new policies for accuracy and, if applicable, mail policies to the insured with invoice if agency bill. Process agency renewals. Review monthly statements from accounting and contact clients if late for agency bill policies. Provide backup for team members on vacation or out sick for time-sensitive work. Volunteer assistance to others in the department if caught up. Work efficiently and effectively in a team environment, ensuring behavior consistently reflects the best interests of the team and the client. Project a positive attitude toward company goals and team objectives. Apply problem-solving techniques to various issues that may arise from time to time with carriers and clients. Utilize intuitive behaviors to work with various personalities and styles. Develop and maintain excellent relationships with our partners, carriers, and vendors. Pursue a program for professional development consistent with your position. Other duties may be assigned You Should Have Property and Casualty License required. Minimum of two years of relevant experience. Knowledge of middle market and HNW carriers. Excellent oral and written communication skills. Possesses time management and problem-solving skills. Ability to interact with clients effectively. Personal responsibility and accountability for assigned book of business. College degree preferred Ability to interact with clients effectively. Personal responsibility and accountability for assigned book of business. Ability to work onsite in Pasadena, CA at least 3 days per week Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range $65,000 — $70,000 USD Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut TopWork Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune TopWork Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.