Senior Client Experience Consultant, P&C - IMA Financial Group

Pasadena, CA 91101

About the Job

What You'll Do

Act as the primary proxy for producer(s) in client, internal team(s), and external vendor partner interactions
Actively participate in client lunch/dinners, events, and activities to foster and maintain relationships
Join producer(s) in prospect meetings and complete associated tasks including but not limited coordination of internal resources, and creation of deliverables
Identify and engage appropriate internal and external resources
Identify and rectify errors in presentation drafts, guiding correction
Take thorough meeting notes, prepare meeting summaries, and ensure timely follow-up on action items
Responsible for implementation and execution of client onboarding, both new and current
Help create Service Plans, Stewardship, Trend Reports, and Business Strategy plans/deliverables for upcoming renewal
Organize/lead Mid-Year Huddles to identify strategies and resources for upcoming renewal
Attend Claim and Risk Control meetings to identify and track milestones/follow-ups for completion
Develop and maintain a comprehensive client renewal list
Develop and maintain strong relationships with market contacts
Represent clients in addressing complaints, disputes, or grievances internally and with carrier/vendor partners
Fulfill project management duties as required, ensuring successful project completion
Ensure client is receiving top-tier service and support tailored to their needs

You Should Have
- Bachelor's Degree or equivalent experience
- Proven experience as a Client Manager, Account Manager, or similar role in the P&C brokerage industry for 5+ years required
- Property & Casualty Insurance License required
- Strong understanding of the new business and renewal process to provide valuable assistance during marketing and placement
- Understanding of claims and risk control processes
- Ability to quickly adjust to changing circumstances and environments, and effectively navigate ambiguity
- Capability to create, maintain, and execute projects/tasks to meet identified deadline(s)
- Capability to analyze data to extract insights and inform decision-making processes
- Ability to generate creative solutions and implement innovative approaches to improve processes or address challenges
- Dedication to advocating for the needs and interests of clients internally and externally, ensuring their voices are heard and concerns are addressed
- Ability to speak and present professionally in group settings, both virtually and in-person
- Strong technological skills w/ Microsoft Word, Outlook, Excel, PowerPoint, Teams, Zoom & Salesforce
- Commitment to ongoing learning and professional development to stay updated on industry trends, best practices, and emerging technologies
- Support and demonstrate IMA's core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
  
  Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
  
  Salary Range$90,000-$105,000 USDCompensation & Benefits
  Being 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 Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
  
  Why Join IMA?
  We've built a reputation for putting our associates first
  What 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 team
  We 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 industry
  - 2020-2023Business Insurance Magazine Best Places to Work in Insurance
  - 2023 Inc. Magazine's Best Workplaces
  - 2023 Denver Business Journal's Best Places to Work
  - 2022-2023 Connecticut TopWork Places
  - 2021-2023 Inc. 5000's List of Fastest Growing Companies
  - 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  - 2022-2023 Kansas City Business Journal's Best Places to Work
  - 2021-2023 Charlotte Business Journal's Best Places to Work
  - 2021-2023 Los Angeles Business Journal's Best Places to Work
  - 2021-2023 The Salt Lake City Tribune TopWork Places
  - 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  - 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
  - 2021 Dallas Business Journal's Best Places to Work
  - 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
    
    This 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.

Source : IMA Financial Group