Summary
This position is considered a leadership position which requires responsibility for management of internal support team for P&C at IMA West. This position also has client management responsibilities.
Team Leadership and Management
- Lead and manage a diverse team of service professionals, ranging from entry-level to senior client managers.
- Set clear goals, expectations, and performance standards for team members.
- Provide regular feedback, mentorship, and professional development opportunities.
Client Management
- Serve as the primary point of contact for assigned clients, ensuring high-quality service and a positive client experience.
- 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.
Mentorship and Career Development
- Act as a mentor to team members, guiding them in their roles and supporting their professional growth.
- Assist in hiring efforts, onboarding new team members, and creating career pathing opportunities.
Operational Oversight
- Ensure all team members fulfill their responsibilities efficiently and effectively.
- Develop and implement processes to improve team workflows and deliverables.
- Collaborate with sales staff to align service delivery with client and organizational needs.
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.
Supervisory Responsibilities
This job has supervisory responsibilities, including time and attendance, performance management, effective communication, and employee relations. Knowledge of current FLSA standards for wage and hour, as well as compliance with state and federal employment laws, is critical.
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.
- Strong technological skills w/ Microsoft Word, Outlook, Excel, PowerPoint, Teams & Salesforce.
- Excellent oral and written communication skills.
- Possesses time management and problem-solving skills.
- Ability to build and grow professional relationships with clients
Job Specifications
- BA or BS preferred and/or 10 years equivalent insurance experience.
- Leadership experience preferred
- Active Insurance License
#LI-JS1
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.
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, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the 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.
*These benefits do not apply to internship roles.
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
• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The 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.
Skills Required
- Bachelor's degree or equivalent insurance experience
- 10 years of equivalent insurance experience
- Leadership experience
- Active insurance license
- Knowledge of FLSA standards and state and federal employment laws
- Proficiency with Microsoft Word, Outlook, Excel, PowerPoint, Teams, and Salesforce
- Strong organizational, planning, communication, time management, and problem-solving skills
- Ability to build and grow professional client relationships
What We Do
IMA Financial Group, Inc. (IMA) is an integrated financial services company dedicated to protecting assets and making a difference. It is comprised of: IMA, Inc. - a retail insurance broker ranked amongst the top 20 brokers in the United States. IMA offers a full range of risk management-related products with offices in California, Colorado, Hawaii, Kansas, Oregon, Pennsylvania. Texas, Utah and Washington. An Assurex Global and Worldwide Broker Network partner, IMA is part of a network of insurance professionals reaching over 80 countries. IMA Select – a brokerage providing personal insurance services and business insurance solutions for small- to mid-sized organizations. Towerstone, Inc. - a wholesale insurance broker and managing general agency with expertise in a broad spectrum of industries, specializing in energy and construction. IMA Wealth - a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”), Member FINRA, and an insurance agency. Eydent - a managing general agency & managing general underwriter providing commercial property and casualty alternative risk solutions for specialty niche programs. Cornerstone - consultative services firm that designs and manages specialty insurance programs for groups. Social Media Terms of Use: www.imacorp.com/social
