Associate Client Manager (Construction)

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Pursues formal and informal training to develop into an Account Manager.
• Demonstrates competencies to own a book of business but does not yet own one.
• Shadows Account Manager (AM) and assists on renewals.
• Demonstrates proficiency to perform all job tasks with Account Executive (AE) & AM oversight, including:
  • Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiations with carriers.
  • Receives quotes, reviews for accuracy and desired coverages, terms, and pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review.
  • Receives policies, sends instructions to the applicable Center of Excellence (COE) and keeps COE abreast of any changes that occur during negotiations with the ability to process the policy if needed.
• Handles premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies.

Requirements

• Experience in insurance or related industry.
• Ability to work within AMS and maintain data completeness standards.
• High level of organization and ability to interface with clients and carriers.
• Ability to delegate to appropriate parties when necessary.
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel).
• Some travel required (up to 10% depending on book of business & industry).
• Strong communication skills both written and verbal.

Competencies & Traits

• Professionalism
• Manage Client Relationships
• Agility/Flexibility
• Interpersonal skills
• Communicating

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.

Pay

Salary Range: $70,000 USD - $80,000 USD

Benefits

This role is eligible for the following benefits:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident Insurance
• Identity Theft Protection
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• 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.

About the Company

• We’ve built a reputation for putting our associates first.
• Unique ownership business model that allows associates to claim part ownership.
• Work in teams, sell in teams, win and prosper as a team.
• Provide support systems and resources enabling associates to focus on what they do best.
• Recognized nationally as a leader in the industry with several awards, including:
  • 2020-2023 Business 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 Top Work 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 Top Work 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-large category
  • 2021 Dallas Business Journal’s Best Places to Work
  • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska