Client Manager (Commercial Lines)

29 minutes ago
Full-time
Mid Level
Customer and Technical Support
IMA Financial Group

IMA Financial Group

IMA Financial Group is an integrated financial services provider that specializes in asset protection for a diverse client base, while also focusing on making a positive impact in the communities it serves.

Insurance
1K-5K
Founded 1974

Description

  • Manage an assigned book of business.
  • Process renewals, incidental new business, cancellations, audits, and endorsement requests.
  • Issue certificates of insurance and create certificate guidelines forms when needed.
  • Initiate renewal meetings and own the renewal process.
  • Negotiate coverages and premiums with carriers.
  • Prepare accurate renewal proposals for producers and client executives.
  • Review policy coverages, endorsements, and audits for accuracy.
  • Respond to or route questions and requests from insureds and underwriters.
  • Invoice policies, audits, endorsements, cancellations, and related transactions.
  • Assist with client account reconciliation and account rounding.
  • Attend required company, department, client, and carrier meetings and events.
  • Follow department and company policies and procedures.
  • Pursue ongoing professional development and training.
  • Maintain professional, respectful relationships with clients, carriers, and internal teams.

Requirements

  • 4+ years of commercial P&C experience.
  • Property & Casualty insurance license.
  • CISR designation or other advanced designation preferred.
  • Excellent oral and written communication skills.
  • Comfort with renewal cycles and renewal processes.
  • Strong time management and problem-solving skills.
  • Personal responsibility and accountability for an assigned book of business.
  • Ability to build and grow professional client relationships.

Benefits

  • $90,000–$100,000 salary range.
  • Annual performance bonus.
  • Stock purchase opportunity.
  • Medical, prescription drug, dental, and vision coverage.
  • 401(k) and FSA/HSA options.
  • Paid time off, paid holidays, and sabbatical.
  • Flexible work options.
  • Well-being stipend.
  • Personal and professional development support.
  • Life, disability, accident, critical illness, and other supplemental insurance benefits.

Interested in this position?

Apply directly on the company website

Apply Now

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