Senior Client Manager, HNW Personal Lines

What You'll DoProcess incoming email, mail and calls from clients, lenders and insurance company personnelProcess policies as new business, renewals or rewritesUnderstand risks/needs with high net worth clientele and proper carrier placementProcess changes and follow up with client as necessaryWork with underwriters to create unique risk solutions for high net worth clienteleMaintain client profiles/policies in agency management systemMaintain and be responsible for expiration reportsCounsel clients and team on coverage and limitsAssess when accounts need to be taken to market, quote and proposeProvide proactive Risk Management techniques in identifying, analyzing and responding to a client's needsProvide renewal summaries of insurance in accordance with renewal service standards/schedule renewal meetings, when necessaryResponsible to actively account round and cross sell when appropriateReview monthly statements from accounting and take necessary actionCollaborate with team and department manager to assist with time-sensitive work or when team is overloadedWork accurately and timely in all processesUnderstand and follow all company and department processes and proceduresWork efficiently and effectively in a team environmentEnsure behavior consistently reflects the best interests of the team and the clientProject a positive attitude toward company goals and team objectives and provide support to team membersUtilize intuitive behaviors to work with various personalities and stylesDevelop and maintain excellent relationships with our partners, carriers and vendorsPursue a program for professional development consistent with your positionYou Should HaveMinimum 5 years of personal lines experience within a retail insurance brokerageMinimum 2 years of experience servicing a complex book of high net worth (HNW) clientele requiredMust be a middle market product expert and have knowledge of HNW carriersProven track record of managing an increasingly complex book of business ranging from $300k+ in revenueDemonstrated ability to negotiate on client's behalf and make strong, direct recommendationsDemonstrated ability to delegate, effectively manage workflows, and problem solve independentlyMust be willing to pursue a designation and professional development programSalary Range : $75,000 — $85,000 USD

Compensation & BenefitsBeing 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:Annual Performance BonusStock PurchaseMedical PlansPrescription DrugsDentalVisionFamily Assistance ProgramFSAHSAPre-Tax Parking Plan401(k)Life/AD&DAccidentCritical IllnessHospital IndemnityLong Term CareShort-term DisabilityLong-term DisabilityBusiness Travel AccidentIdentity TheftPaid Time OffFlexible Work OptionsPaid HolidaysSabbaticalGift MatchingHealth Club ReimbursementPersonal and Professional DevelopmentWhy Join IMA?We've built a reputation for putting our associates firstWhat 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 teamWe 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 industry2020-2023 Business Insurance Magazine Best Places to Work in Insurance2023 Inc. Magazine's Best Workplaces2023 Denver Business Journal's Best Places to Work2022-2023 Connecticut Top Work Places2021-2023 Inc. 5000's List of Fastest Growing Companies2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2022-2023 Kansas City Business Journal's Best Places to Work2021-2023 Charlotte Business Journal's Best Places to Work2021-2023 Los Angeles Business Journal's Best Places to Work2021-2023 The Salt Lake City Tribune Top Work Places2021-2022 Puget Sound Business Journal's Washington's Best Workplaces2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in AlaskaThis Job Description is not a complete statement of all duties and responsibilities comprising this position.The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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