Small Group Client Manager, Employee Benefits - IMA Financial Group
Anaheim, CA
About the Job
What You Will Do
- Responsible for assigned book of business amounting to $800k in revenue
- Process renewals and incidental new business, cancellations and policy changes
- Responsible for accuracy of your work product and that of others assisting you
- Maintain and be responsible for expiration log and renewal list
- Market renewal policies, as requested by Producer
- Provide Producer with accurate new and renewal proposals, coverage summaries and client check lists for presentation to clients
- Check policy coverages, changes and amendments for accuracy and relevance
- Respond to or refer insured's and underwriter's questions or requests
- Input/amend client policy, coverage, premium and billing information into computer system and keep current at all times
- Verify commission schedules with carrier and accounting department for each account
- Assist Producer and Client in the reconciliation of client accounts, as necessary
- Maintain Applied computer system documentation as required by the Employee Benefits Department
- Maintain and be responsible for upkeep of client technology tools
- Generate client open enrollment materials and conduct open enrollment meetings, as needed
- Present marketing results and strategies with decision makers
- Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required
- Pursue a program for personal and professional development, including educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language, and other classes as recommended by leaders
You Should Have
- Must have 5 years of small group EB experience within the insurance industry
- Active Life/Health License required
- Strong organizational skills
- Ability to work independently
- Ability to build underwriter and client relationships
- Ability to delegate to appropriate parties when necessary
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Some travel required (up to 20% depending on book of business & industry)
- Strong communication skills both written and verbal
#LI-AB1
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.
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.
