Client Manager (Commercial Lines)

What You’ll Do:

• Process assigned book of business, including renewals, new business, cancellations, audits, and endorsement requests.
• Achieve accuracy in your work product and that of others assisting you.
• Create and issue certificates of insurance, as needed.
• Develop and maintain certificate guidelines.
• Initiate renewal meetings and manage the renewal process.
• Negotiate coverages and premiums with insurance carriers.
• Provide accurate renewal proposals to producers and clients.
• Review and verify policy coverages, endorsements, and audits for accuracy.
• Respond to or address insured inquiries and requests from underwriters.
• Invoice policies, audits, endorsements, cancellations, and other transactions.
• Aid in the reconciliation of client accounts.
• Ensure account rounding and adhere to departmental policies and procedures.
• Attend company and department meetings, seminars, client meetings, and carrier functions.
• Pursue professional development through educational classes and Bolton & Company recommendations.
• Act professionally and respectfully towards all internal and external clients, carriers, and staff.

You Should Have:

• 4+ years of commercial P&C experience.
• Property & Casualty Insurance License.
• CISR designation or equivalent advanced designation.
• Excellent oral and written communication skills.
• Comfortable with the renewal cycle and processes.
• Strong time management and problem-solving skills.
• Personal responsibility and accountability for assigned book of business.
• Ability to build and maintain professional relationships with clients.

Qualifications:

• 4+ years of commercial P&C experience.
• Property & Casualty Insurance License.
• CISR designation or equivalent advanced designation.
• Excellent oral and written communication skills.
• Comfortable with the renewal cycle and processes.
• Strong time management and problem-solving skills.
• Personal responsibility and accountability for assigned book of business.
• Ability to build and maintain professional relationships with clients.

Benefits:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• Flexible Spending Account (FSA)
• Hospital Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D Insurance
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Long Term Care Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• 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

Note: The IMA Financial Group, Inc. provides equal employment opportunities and complies with applicable laws regarding non-discrimination in employment.