Client Executive, Energy

ESSENTIAL JOB RESPONSIBILITIES

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Interacts professionally and timely with clients via email, phone, and in-person
• Maintains a proactive approach focusing on claim strategies and resolutions
• Advocates for the timely, optimal resolution of claim matters for our clients
• Communicates pertinent claim information timely to internal and external clients
• Maintains strong relationships with internal and external clients
• Subject matter knowledge and expertise associated with the Energy industry (e.g. Oil & Gas, Renewables, Power Generation)
• Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc.
• Develops strong working knowledge of IMA computer systems/programs
• Assists Claim Manager with claim staff onboarding, training and development
• Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc.
• Led and contributes to Claim Projects, and other tasks as assigned
• Attends insurance related seminars including but not limited to continuing education classes

REQUIRED EXPERIENCE AND SKILLS

• 10 + years of prior Claims experience within Energy business
• Bachelor’s degree or work experience equivalent to a college degree
• System skills or aptitude – Applied Epic, Carrier and TPA platforms preferred
• Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel)
• Exceptional technical skill and knowledge of coverage and claims handling
• Moderate travel required (25-50%)
• Excellent communication and negotiation skills
• Strong mathematical and reasoning skills required
• Ability to discuss and solve claim problems with clients and insurance carriers.

COMPETENCIES & TRAITS

• Building relationships
• Self-Direction
• Manage Client Relationships
• Problem Solving
• Communicating

PAYROLL INFORMATION

The anticipated posting timeline for this opportunity is 6/15/2026 to 7/15/2026.

If this role is hired in Los Angeles County, CA the following applies:

• 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.

BENEFITS

• 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
• Well-Being Stipend
• Personal and Professional Development

COMPANY CULTURE

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.