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Associate Client Manager; Construction

Job in Pasadena, Los Angeles County, California, 91122, USA
Listing for: IMA Financial Group, Inc.
Full Time position
Listed on 2026-09-24
Job specializations:
  • Business
    Business Development, Financial Analyst, Business Analyst
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Essential job responsibilities include but are not limited to:

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Pursues formal and informal training to develop into Account Manager
  • Demonstrates competencies to own a book of business, but does not yet own a book
  • Shadows AM and assists on renewals
  • Demonstrates proficiency to perform all job tasks with AE & AM oversight, including:
  • Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
  • Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
  • Receives policies, sends instructions to the applicable COE and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
  • Other general responsibilities include premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

Required Experience and Skills include but are not limited to:

  • Experience in insurance or related industry
  • Ability to work within AMS and maintain data completeness standards
  • High level of organization and ability to interface with clients and carriers
  • 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 10% depending on book of business & industry)
  • Strong communication skills both written and verbal
  • Professionalism
  • Manage Client Relationships
  • Agility/Flexibility
  • Interpersonal skills Communicating

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.

Salary Range: $70,000 USD - $80,000 USD

  • 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

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.

* These benefits do not apply to internship roles.

Why Join IMA?

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’ve built a reputation for putting our associates first 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…

Position Requirements
10+ Years work experience
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