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Senior Account Manager - Advanced Industries Practice

Job in Pasadena, Los Angeles County, California, 91122, USA
Listing for: IMA Financial Group, Inc.
Full Time position
Listed on 2026-06-26
Job specializations:
  • Management
    Account Manager
Salary/Wage Range or Industry Benchmark: 74000 USD Yearly USD 74000.00 YEAR
Job Description & How to Apply Below

Our Advanced Industries Practice is seeking a Senior Account Manager (Sr. AM) to join our team. The Sr. AM leads complex renewals and day-to-day servicing for a $1.5–$3.0M book (varies by market/complexity) and partners with Account Executives/Producers to deliver a high-quality client experience.

Essential

Job Responsibilities
  • Own day-to-day service and renewal outcomes for an assigned book (higher‑complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
  • Lead renewal execution end‑to‑end: timeline governance, exposure/loss updates, submissions, quote analysis, and client‑ready deliverables with high accuracy and minimal rework.
  • Manage carrier engagement and follow‑up; negotiate routine terms within delegated authority; elevate strategic decisions with clear options and recommendations.
  • Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
  • Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
  • Oversee post‑bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
  • Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on‑demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non‑renewed policies.
  • Mentor Account Managers and reinforce quality‑control standards; share best practices and lead process improvements (may serve as a team lead/SME).
  • Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.
Required Experience and Skills
  • 7+ years of commercial insurance experience;
    Advanced Industries and/or specialty experience preferred.
  • Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy.
  • Strong communication and judgment; able to lead technical discussions, translate trade‑offs into decisions, and drive outcomes within delegated authority.
  • Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency.
  • Effective delegation to COE/service partners with consistent quality control and documentation standards.
  • Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions.
  • Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline.
  • Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word).
  • Travel up to 30% (varies by book of business and industry), including carrier and client meetings.
  • Active state property & casualty insurance license.
  • ARM, CPCU, and/or other relevant specialty designations (completed or in progress).

Salary Range: $74,000 USD - $112,000 USD

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…

Position Requirements
10+ Years work experience
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