Client Manager
Company: IMA Financial Group
Location: Pasadena
Posted on: April 17, 2024
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Job Description:
What You'll 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 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. 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, Lifestyle
Spending Account, Personal and Professional Development. In
addition to our robust benefits package, the hiring range for this
position is $60,000-$75,000. 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
Keywords: IMA Financial Group, Catalina Island , Client Manager, Executive , Pasadena, California
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