Client Manager
Company: IMA Financial Group
Location: Denver
Posted on: April 30, 2024
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Job Description:
What You'll Do ESSENTIAL JOB RESPONSIBILITIES include but are
not limited to: Supports and demonstrates IMA Select's core values
Values and understands the importance of diversity, equality, and
inclusion among all IMA associates. Responsibility for daily
account servicing and client advisement needs including but not
limited to handling client and insurance company inquiries,
resolving coverage and premium discrepancy issues, maintaining
accurate account information in agency management system,
processing of endorsements, audits, certificates of insurance, and
auto ID cards, etc. Cultivates and maintains excellent
communication and relationships with clients and insurance carriers
Interacts professionally and timely with clients via email, phone,
and in-person Develops remarketing strategy in accordance with
client servicing standards and market changes Responsibility for
managing renewal process on assigned book of business including
preparation of pre-renewal summary, creating renewal applications
and submissions, online quoting via carrier rating platforms,
reviewing quotes and negotiating terms and premiums, preparing
final quotes and proposals for delivery to client, binding
coverage, and issuing renewal invoices, certificates, auto ID
cards, etc. Participates in conference calls and/or periodic
in-person client meetings to review insurance strategies and
business operations Assists with the onboarding and training of new
associates Serves as a subject matter expert and provides technical
expertise to staff Participates in cross-selling new lines of
coverage or services on existing accounts Responsibility for
following up on accounts receivable items in accordance with IMA
Accounts Receivable Policy Attends education classes in combination
with individual study programs to expand technical coverage
knowledge You Should Have: Critical thinking and problem-solving
skills with ability to prioritize and multitask in a fast-paced
environment Ability to work independently regarding matters of
significance Ability to manage accounts with increased complexity
Ability to analyze insurance quotes and make recommendations
Ability to think strategically Knowledge of policy forms and
endorsements Excellent written and oral communication and
interpersonal skills Math skills required, involving familiarity
with ratios, percentages, discounts, and commissions Strong
computer proficiency including Microsoft Office products Minimum 5
years of similar or related experience Property and Casualty
license required for state of business and must fulfill continuing
education requirement to retain license #LI-JK1 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: FT positions associates
working 30 or more hours/week 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, Health Club
Reimbursement, Personal and Professional Development. In addition
to our robust benefits package, the hiring range for this position
is $57,100-$78,500. 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. 2023 Inc. Magazine's Best
Workplaces 2023 Denver Business Journal's Best Places to Work
2020-2022 Business Insurance Magazine Best Places to Work in
Insurance 2021-2022 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most
Community-Minded Companies 2022 Kansas City Business Journal's Best
Places to Work 2021-2022 Los Angeles Business Journal's Best Places
to Work 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, Denver , Client Manager, Executive , Denver, Colorado
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