ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
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 handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and 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, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
Must be comfortable leading conference calls and/or in-person client meetings independently of producer or manager to review insurance strategies and business operations
Assists with the onboarding and training of new associates
Serves as a mentor and subject matter expert by providing guidance to Client Advisors and Sr. Client Advisors regarding renewal strategies, client retention, problem solving, and overall account management and client satisfaction
Provides technical expertise and strategic guidance and assistance to sales staff
Develops and/or leads various insurance topic training sessions for associates across all markets
Participates in cross-selling new 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
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
Ability to work independently regarding matters of significance
Ability to manage the most 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 required, involving familiarity with ratios, percentages, discounts, and commissions
Strong computer proficiency including Microsoft Office products
Minimum 7 years of similar or related experience
Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license
COMPETENCIES & TRAITS:
Professionalism
Self-Direction
Manage Client Relationships
Problem Solving
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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
$140,000 — $160,000 USD
Compensation & 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,…