Senior Client Manager

What You'll Do

• Responsible for assigned book of business amounting to $800k (or more) in revenue.
• Process renewals and incidental new business, cancellations, audits, and endorsement requests.
• Delegate cancellations, audits, and endorsement requests.
• Invoice policies, audits, endorsements, and cancellations as appropriate.
• Responsible for accuracy of your work product and that of others assisting you.
• Monitor issuance of certificates of insurance.
• Create certificate guidelines form.
• Responsible for renewal list.
• Market renewal policies.
• Negotiate coverages and premiums with carriers.
• Provide producer with renewal proposals.
• Final check on policies for coverage.
• Respond to or refer insured's' and underwriters' questions or requests.
• Assist producer, accounting department and client in the reconciliation of client accounts.
• Responsible for account rounding.
• Develop and maintain excellent relationships with internal and external clients.
• Responsible for preservation of Bolton culture and image as set forth in our company policies and procedures.

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 5-7+ years required.
• Property & Casualty Insurance License required.
• CISR/CIC designation or other advanced designation preferred.
• Excellent oral and written communication skills.
• Demonstrated comfort with renewal cycle and processes.
• Possesses time management and problem solving skills.
• Personal responsibility and accountability for assigned book of business.
• Ability to build and grow professional relationships with clients.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.

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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, 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 hiring range for this position is $85,000 - $100,000. While this is the targeted range, 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.

• 2020-2023 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
• 2021 Wichita Business Journal's Fastest Growing Companies List