IMA Financial Group, Inc. · 6 hours ago
Client Manager (Employee Benefits)
Pasadena, CA
Full-time
Onsite
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expIMA Financial Group, Inc. is a recognized leader in the insurance industry, seeking a Client Manager to provide and maintain service to clients in employee benefits. The role involves processing renewals, managing a book of business, and supporting the Employee Benefits Producer in various responsibilities related to client accounts.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Responsible for assigned book of business
Process renewals and incidental new business, cancellations and policy changes
Responsible for accuracy of your work product and that of others assisting you
Maintain and be responsible for expiration log and renewal list
Market renewal policies, as requested by Producer
Provide Producer with accurate new and renewal proposals, coverage summaries and client check lists for presentation to clients
Check policy coverages, changes and amendments for accuracy and relevance
Respond to or refer insured's and underwriter's questions or requests
Input/amend client policy, coverage, premium and billing information into computer system and keep current at all times
Verify commission schedules with carrier and accounting department for each account
Assist Producer and Client in the reconciliation of client accounts, as necessary
Maintain Applied computer system documentation as required by the Employee Benefits Department
Maintain and be responsible for upkeep of client technology tools
Generate client open enrollment materials and conduct open enrollment meetings, as needed
Present marketing results and strategies with decision makers
Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required
Adhere to policies and procedures set forth for the Department and Bolton & Company
Pursue a program for personal and professional development, including educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language, and other classes as recommended by leaders
Qualification
Required
4 year college degree preferred
5-7 years related experience and/or training; or equivalent combination of education and experience
Active Life/Health License
Experience conducting open enrollment benefits meetings
Excellent oral and written communication skills
Possesses time management and problem solving skills
Ability to build and grow professional relationships with clients
Benefits
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
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase