Commercial Client Executive; Advanced Industries

Commercial Client Executive (Advanced Industries)

• Serve as the primary point of contact for assigned clients, ensuring high-quality service and a positive client experience.
• Serves as a trusted advisor to clients within advanced industries, including technology, advanced manufacturing, and aerospace/space, delivering tailored risk management and insurance solutions aligned to complex and evolving business models.
• Leverages deep industry knowledge and carrier partnerships to proactively identify emerging risks, structure innovative coverage strategies, and support clients through rapid growth, innovation cycles, and operational scale.
• Oversee all aspects of the renewal process, including strategy development, service delivery, and client engagement.
• Collaborate with producers to align client objectives with organizational capabilities and ensure seamless communication.
• Work with internal teams and external partners to address client needs and drive successful outcomes.

• Foster a sense of community and collaboration within the team.
• Promote alignment and integration between the team and the broader Property & Casualty (P&C) department.
• Help with change management procedures to confirm alignment between team and broader company change initiatives.

• Support leadership in cultivating a high-performance team culture.
• Provide insights and recommendations to enhance team operations, client satisfaction, and overall efficiency.
• Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.
• Strong organizational, planning and communication skills.
• Positive collaboration with colleagues, business partners and clients/prospective clients.
• Willingness and ability to pitch in, even without explicitly being asked.
• Ability to understand and communicate the bigger picture while still being extremely detailed oriented.
• Proficient and proper email etiquette.
• Excellent oral and written communication skills.
• Possesses time management and problem-solving skills.
• Ability to build and grow professional relationships with clients

• BA or BS preferred and/or 10 years equivalent insurance experience.
• Active Insurance License

Salary Range

$130,000—$150,000 USD

Benefits include:

• 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
• Well-Being Stipend
• Personal and Professional Development

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.

All employees and applicants for employment are protected by the Equal Employment Opportunity and Fair Chance laws. 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.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.