Address
Form of work- Responsible for accurate and timely communication with client, team lead, and producers.
- Function as the primary client contact.
- Collaborate with internal departments to coordinate services for clients.
- Manage client renewal process and marketing, to include gathering renewal information.
- Train and direct workflow for Analysts, Associate Client Managers, Client Managers, and Senior Client Managers, as assigned on the team.
- Attend client meetings with producer and provide expertise in strategic planning and consultative advice to clients.
- Carrier negotiations, strategy, and analysis.
- Maintain an organized workflow and schedule.
- Provide producer/client with renewal proposals on accounts.
- Responsible for renewal process and assist with new business.
- Participate and contribute to maintaining client service plans and stewardship reports.
- Ensure accuracy of endorsement requests, invoicing, audits, and cancellations.
- Responsible for accuracy of your work product and that of others assisting you.
- Provide exceptional internal and external client services.
- Attend carrier events and meetings, as required.
- Final check on policies for coverage.
- Conduct yourself in a professional, collaborative, and respectful manner.
- 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.
- Maintain high level designation appropriate for this position i.e., CIC, CRM, CPCU, ARM.
You Should Have:
- Bachelor's Degree in Business Administration or a related field (or equivalent experience).
- Proven experience as a Client Executive Account Executive, or similar role in the Commercial Lines brokerage industry for 5+ years required
- Property & casualty license required.
- Professional certifications, such as Certified School Risk Management (CSRM) or CIC are a plus.
- Proficient in using Microsoft Office suite required.
- In-depth knowledge of commercial insurance products and industry trends.
- Exceptional client service orientation with a focus on building long-term relationships.
- Demonstrate a genuine passion for acquiring new knowledge and skills, staying abreast of industry advancements and best practices.
- Proven ability to set ambitious yet achievable goals, and consistently work towards their attainment.
- Capable of prioritizing tasks effectively and managing multiple client and responsibilities concurrently.
- Able to work collaboratively with colleagues, supervisors, and external partners to set goals, exchange ideas, and drive results.
- Willingness to embrace change, adjust goals as needed, and learn from setbacks to continually improve performance.
- Possess the drive to pursue personal development opportunities independently, while adhering to established timelines and objectives.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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.
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Compensation & BenefitsBeing 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 hiring range for this position is $100,000 - $150,000. While this is the targeted range, 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
- 2021 Wichita Business Journal's Fastest Growing Companies List
Employment Type: FULL_TIME
