IMA Financial Group

Insurance

CommercialClientExecutive(AdvancedIndustries)

$155–230k ~AI est. Pasadena, California, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Commercial Client Executive (Advanced Industries) at IMA Financial Group. Skills: Client management, Risk management, Insurance solutions. Serve as primary point of contact. Deliver tailored risk management solutions”

Industry & Context.

Insurance
Problems you'll solve

Problem-solving skills

What They're Looking For.

Must Have

10 years equivalent insurance experience, Active Insurance License

Nice to Have

BA or BS preferred

What You'll Do.

Serve as primary point of contact

Deliver tailored risk management solutions

Identify emerging risks

Structure innovative coverage strategies

Support clients through growth

Oversee renewal process

Develop renewal strategy

Deliver renewal service

Engage clients in renewal

Align client objectives

Foster community and collaboration

Promote alignment and integration

Help with change management

Support leadership in cultivating culture

Provide insights and recommendations

Attend company meetings

Attend department meetings

Attend seminars and classes

Attend client meetings

Attend carrier functions

How You'll Work.

Team & Collaboration

Positive collaboration with colleagues; Collaboration with business partners; Collaboration with clients; Collaboration with prospective clients; Team and P&C alignment; Team and company initiatives

Communication Scope

Oral communication skills; Written communication skills

Full Job Description

What You'll Do: Client Management Serve as the primary point of contact for assigned clients, ensuring high-quality service and a positive client experience. Serves as a trusted advisor to clients within advanced industries, including technology, advanced manufacturing, and aerospace/space, delivering tailored risk management and insurance solutions aligned to complex and evolving business models. Leverages deep industry knowledge and carrier partnerships to proactively identify emerging risks, structure innovative coverage strategies, and support clients through rapid growth, innovation cycles, and operational scale. Oversee all aspects of the renewal process, including strategy development, service delivery, and client engagement. Collaborate with producers to align client objectives with organizational capabilities and ensure seamless communication. Work with internal teams and external partners to address client needs and drive successful outcomes. Team Building and Collaboration Foster a sense of community and collaboration within the team. Promote alignment and integration between the team and the broader Property & Casualty (P&C) department. Help with change management procedures to confirm alignment between team and broader company change initiatives. Strategic Contributions Support leadership in cultivating a high-performance team culture. Provide insights and recommendations to enhance team operations, client satisfaction, and overall efficiency. Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required. Competencies Strong organizational, planning and communication skills. Positive collaboration with colleagues, business partners and clients/prospective clients. Willingness and ability to pitch in, even without explicitly being asked. Ability to understand and communicate the bigger picture while still being extremely detailed oriented. Proficient and proper email etiquette.

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