Client Manager
Company: IMA Financial Group
Location: Grand Rapids
Posted on: April 30, 2024
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Job Description:
What You'll Do 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,
processing daily carrier downloads, obtaining daily notifications
and alerts from carrier websites, maintaining accurate account
information in agency management system, claims advising,
endorsements, evidence of insurance, 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,
online quoting via carrier rating platforms and comparative rater,
reviewing quotes and negotiating terms and premiums, preparing
final quotes and proposals for delivery to client, binding
coverage, and issuing renewal invoices, etc. Participates in
conference calls and/or periodic in-person client meetings to
ensure assets are adequately protected Participates in
cross-selling new or adding additional 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
You Should Have: 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 more complex accounts Ability to analyze
insurance quotes and make recommendations 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 2
years of similar or related experience Property and Casualty
license will be required for state of business and must fulfill
continuing education requirement to retain license #LI-MA1
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, EcoPass, Montly Parking Reimbursement,
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, Paid Holidays, Sabbatical, Gift Matching, Health Club
Reimbursement, and Personal and Professional Development. 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. 2020-2022 Business Insurance Magazine Best Places to Work
in Insurance 2021-2022 Inc. 5000's List of Fastest Growing
Companies 2022 Kansas City Business Journal's Best Places to Work
2021-2022 Los Angeles Business Journal's Best Places to Work
2021-2022 Puget Sound Business Journal's Washington's Best
Workplaces 2021 Wichita Business Journal's Best Places to Work, #1
in extra-large category 2021 Denver Business Journal's Best Places
to Work 2021 Dallas Business Journal's Best Places to Work 2021
Alaska Journal of Commerce's Best Workplaces in Alaska 2021 Civic
50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2021 Wichita Business Journal's Fastest Growing Companies List
Employment Type: Full Time
Keywords: IMA Financial Group, Portage , Client Manager, Executive , Grand Rapids, Michigan
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