Client Executive (Commercial Lines)

IMA Financial Group•Pasadena, CA

22h•$140,000 - $160,000

About The Position

The Client Executive (Commercial Lines) supports IMA Select’s core values and provides daily account servicing and insurance advice to clients. The role handles client and carrier inquiries; resolves coverage and premium discrepancies; maintains account information in the agency management system; and processes endorsements, audits, certificates of insurance, and auto ID cards. It builds effective relationships with clients and carriers and communicates professionally through email, phone, and in-person interactions. The Client Executive develops remarketing strategies and manages renewals for an assigned book of business. Renewal work includes preparing pre-renewal summaries and applications, submitting and quoting coverage through carrier platforms, reviewing quotes, negotiating terms and premiums, preparing proposals, binding coverage, and issuing renewal materials and invoices. The role independently leads client meetings and calls to discuss insurance strategies and business operations. The position also contributes to associate onboarding and training, mentors Client Advisors and Senior Client Advisors, advises sales staff, leads insurance training sessions, supports cross-selling, follows up on receivables, and pursues education to expand technical coverage knowledge. It requires the ability to handle sophisticated accounts, provide strategic guidance, and work independently in a fast-paced environment.

Requirements

At least 7 years of similar or related experience.
Property and Casualty license for the state of business, with continuing education completed to retain the license.
Critical-thinking and problem-solving skills, with the ability to prioritize and multitask in a fast-paced environment.
Ability to work independently on matters of significance.
Ability to manage sophisticated and complex accounts.
Ability to analyze insurance quotes and make recommendations.
Strategic thinking and leadership ability.
Knowledge of policy forms and endorsements.
Excellent written and oral communication and interpersonal skills.
Math skills, including familiarity with ratios, percentages, discounts, and commissions.
Strong computer proficiency, including Microsoft Office products.

Responsibilities

Support and demonstrate IMA Select’s core values and value diversity, equality, and inclusion.
Service accounts and advise clients, including handling client and insurance company inquiries.
Resolve coverage and premium discrepancies and maintain accurate account information in the agency management system.
Process endorsements, audits, certificates of insurance, auto ID cards, and other account materials.
Build and maintain strong relationships with clients and insurance carriers, communicating professionally and promptly.
Develop remarketing strategies in line with client servicing standards and market changes.
Manage renewals for an assigned book of business, including preparing pre-renewal summaries, applications, and submissions; obtaining online quotes; reviewing quotes; negotiating terms and premiums; preparing proposals; binding coverage; and issuing renewal documents and invoices.
Lead client calls and in-person meetings independently to review insurance strategies and business operations.
Assist with onboarding and training new associates.
Mentor Client Advisors and Senior Client Advisors on renewal strategies, client retention, problem solving, account management, and client satisfaction.
Provide technical expertise and strategic guidance to sales staff.
Develop or lead insurance-topic training sessions for associates across markets.
Participate in cross-selling additional coverage or services on existing accounts.
Follow up on accounts receivable items in accordance with IMA’s Accounts Receivable Policy.
Attend education classes and pursue individual study to expand technical coverage knowledge.