Client Manager; Construction

Senior Corporate Recruiter at IMA Financial Group

What You’ll Do

• Responsible for assigned book of business.
• Process renewals and incidental new business, cancellations, audits, and endorsement requests.
• Responsible for accuracy of your work product and that of others assisting you.
• Issue certificates of insurance, when necessary.
• Initiate renewal meetings and be responsible for renewal process.
• Negotiate coverages and premiums with carriers.
• Provide producer and/or client executive with accurate renewal proposals.
• Check policy coverages, endorsements and audits for accuracy.
• Respond to or refer insureds' and underwriters' questions or requests.
• Invoice policies, audits, endorsements, cancellations and other appropriate transactions.
• Assist producer, accounting department and client in the reconciliation of client accounts.
• Responsible for account rounding.
• Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.
• Adhere to policies and procedures set forth for the Department and Bolton & Company.
• Pursue a program for professional development, including attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders
• Be an active, responsible team member, conducting yourself in a professional and respectful manner to all internal and external clients, carriers, and staff.

You Should Have

• 4 year college degree preferred. 3+ years related experience and/or training; or equivalent combination of education and experience.
• Property & Casualty Insurance License.
• CISR designation or other advanced designation.
• Excellent oral and written communication skills.
• Demonstrated comfort with renewal cycle and processes.
• Possesses time management and problem solving skills.
• Personal responsibility and accountability for assigned book of business.
• Ability to build and grow professional relationships with clients

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: $82,000 USD - $90,000 USD

Why Join IMA?

We’ve built a reputation for putting our associates first. We are an entrepreneurial, expanding company that supports teamwork and offers competitive benefits. This role is eligible for a comprehensive benefits package, including health, wellness, and financial planning options, with final offer amounts dependent on location and experience.

We are recognized nationally as a leader in our industry.

• Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work

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

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.