Senior Client Manager, HNW Personal Lines - IMA Financial Group
Pasadena, CA
About the Job
What You'll Do
- Process incoming email, mail and calls from clients, lenders and insurance company personnel
- Process policies as new business, renewals or rewrites
- Understand risks/needs with high net worth clientele and proper carrier placement
- Process changes and follow up with client as necessary
- Work with underwriters to create unique risk solutions for high net worth clientele
- Maintain client profiles/policies in agency management system
- Maintain and be responsible for expiration reports
- Counsel clients and team on coverage and limits
- Assess when accounts need to be taken to market, quote and propose
- Provide proactive Risk Management techniques in identifying, analyzing and responding to a client's needs
- Provide renewal summaries of insurance in accordance with renewal service standards/schedule renewal meetings, when necessary
- Responsible to actively account round and cross sell when appropriate
- Review monthly statements from accounting and take necessary action
- Collaborate with team and department manager to assist with time-sensitive work or when team is overloaded
- Work accurately and timely in all processes
- Understand and follow all company and department processes and procedures
- Work efficiently and effectively in a team environment
- Ensure behavior consistently reflects the best interests of the team and the client
- Project a positive attitude toward company goals and team objectives and provide support to team members
- 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
You Should Have
- Minimum 5 years of personal lines experience within a retail insurance brokerage
- Minimum 2 years of experience servicing a complex book of high net worth (HNW) clientele required
- Must be a middle market product expert and have knowledge of HNW carriers
- Proven track record of managing an increasingly complex book of business ranging from $300k+ in revenue
- Demonstrated ability to negotiate on client's behalf and make strong, direct recommendations
- Demonstrated ability to delegate, effectively manage workflows, and problem solve independently
- Must be willing to pursue a designation and professional development program
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
- 2020-2023 Business 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 Top Work 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 Top Work 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-large category
- 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.
