Senior Client Manager - Personal Insurance

IMA Financial Group•Birmingham, AL

About The Position

Supports and demonstrates IMA Select’s core values, including the importance of diversity, equality, and inclusion. This role is responsible for daily account servicing and client advisement needs, including managing client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in the agency management system, and handling claims advising, endorsements, evidence of insurance, and auto ID cards. The position also involves cultivating and maintaining excellent communication and relationships with clients and insurance carriers, interacting professionally via email, phone, and in-person, and developing remarketing strategies in accordance with client servicing standards and market changes. A key responsibility is managing the renewal process for an assigned book of business, which includes preparing pre-renewal summaries, online quoting, reviewing and negotiating terms and premiums, preparing final quotes and proposals, binding coverage, and issuing renewal invoices. The role also requires participation in conference calls and periodic client meetings to ensure adequate asset protection, and contributing to cross-selling efforts for new or additional lines of coverage. Additionally, the Senior Client Manager is responsible for following up on accounts receivable items and attending education classes and individual study programs to enhance technical coverage knowledge.

Requirements

Critical thinking and problem-solving skills
Ability to prioritize and multitask in a fast-paced environment
Ability to analyze insurance quotes and make recommendations
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
5+ years in Personal Insurance
Current Alabama Property and Casualty license
Must fulfill continuing education requirement to retain license

Nice To Haves

Experience in Applied Epic is a plus

Responsibilities

Daily account servicing and client advisement needs
Servicing client and insurance company inquiries
Processing daily carrier downloads
Obtaining daily notifications and alerts from carrier websites
Maintaining accurate account information in agency management system
Claims advising
Handling endorsements
Providing evidence of insurance
Issuing auto ID cards
Cultivating and maintaining excellent communication and relationships with clients and insurance carriers
Developing remarketing strategy in accordance with client servicing standards and market changes
Managing renewal process on assigned book of business
Preparation of pre-renewal summary
Online quoting via carrier rating platforms and comparative rater
Reviewing quotes and negotiating terms and premiums
Preparing final quotes and proposals for delivery to client
Binding coverage
Issuing renewal invoices
Participating in conference calls and/or periodic in-person client meetings
Participating in cross-selling new or adding additional lines of coverage or services on existing accounts
Following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
Attending education classes in combination with individual study programs to expand technical coverage knowledge