Senior Client Manager - Personal Insurance

IMA Financial Group•Birmingham, AL

About The Position

This role is responsible for daily account servicing and client advisement needs within Personal Insurance. The Senior Client Manager will handle client and insurance company inquiries, process daily carrier downloads, maintain accurate agency management system information, and provide advisement on claims, endorsements, evidence of insurance, and auto ID cards. The position requires cultivating strong relationships with clients and insurance carriers through professional and timely communication via email, phone, and in-person interactions. A key responsibility is managing the renewal process for an assigned book of business, which includes preparing pre-renewal summaries, conducting online quoting, negotiating terms and premiums, preparing final proposals, binding coverage, and issuing renewal invoices. The role also involves participating in conference calls and client meetings to ensure adequate asset protection, cross-selling additional lines of coverage, and following up on accounts receivable. Continuous learning through education classes and study programs is expected to expand technical coverage knowledge.

Requirements

Critical thinking and problem-solving skills with 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 and must fulfill continuing education requirement to retain license

Nice To Haves

Experience in Applied Epic is a plus

Responsibilities

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 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, endorsements, evidence of insurance, 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, 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, and issuing renewal invoices, etc.
Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
Participates in cross-selling new or adding additional 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