Client Executive (Commercial Lines)

IMA Financial Group•Pasadena, TX

About The Position

The Client Executive (Commercial Lines) supports IMA Select’s core values and manages daily servicing and client advisement for assigned commercial insurance accounts. The role handles client and carrier inquiries, resolves coverage and premium discrepancies, maintains account records, and processes endorsements, audits, certificates of insurance, and auto ID cards. It cultivates strong relationships with clients and insurance carriers through timely, professional communication. The Client Executive manages the renewal process for an assigned book of business, including developing remarketing strategies, preparing renewal summaries and applications, submitting and quoting business through carrier platforms, reviewing quotes, negotiating terms and premiums, preparing proposals, binding coverage, and issuing related documents and invoices. The role independently leads client meetings and calls to discuss insurance strategies and business operations. This position also mentors and trains associates, provides technical and strategic guidance to sales staff, leads insurance-topic training, participates in cross-selling, follows up on receivables under company policy, and pursues continued technical coverage education.

Requirements

At least 7 years of similar or related experience.
Property and Casualty license required for the state of business, with continuing education requirements fulfilled 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.
Ability to think strategically and lead others.
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, including understanding the importance of diversity, equality, and inclusion.
Manage daily account servicing and client advisement, including responding to 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 related account documents.
Cultivate and maintain effective relationships with clients and insurance carriers through professional, timely communication.
Develop remarketing strategies based on client servicing standards and market changes.
Manage renewals for an assigned book of business, including pre-renewal summaries, applications, submissions, online quoting, quote review, negotiation, proposals, binding coverage, invoices, certificates, and auto ID cards.
Lead client conference 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 new coverage lines or services on existing accounts.
Follow up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
Attend education classes and pursue individual study to expand technical coverage knowledge.