What are the responsibilities and job description for the Senior Client Experience Consultant, P&C position at IMA Financial Group?
What You'll Do
- Act as the primary proxy for producer(s) in client, internal team(s), and external vendor partner interactions
- Actively participate in client lunch / dinners, events, and activities to foster and maintain relationships
- Join producer(s) in prospect meetings and complete associated tasks including but not limited coordination of internal resources, and creation of deliverables
- Identify and engage appropriate internal and external resources
- Identify and rectify errors in presentation drafts, guiding correction
- Take thorough meeting notes, prepare meeting summaries, and ensure timely follow-up on action items
- Responsible for implementation and execution of client onboarding, both new and current
- Help create Service Plans, Stewardship, Trend Reports, and Business Strategy plans / deliverables for upcoming renewal
- Organize / lead Mid-Year Huddles to identify strategies and resources for upcoming renewal
- Attend Claim and Risk Control meetings to identify and track milestones / follow-ups for completion
- Develop and maintain a comprehensive client renewal list
- Develop and maintain strong relationships with market contacts
- Represent clients in addressing complaints, disputes, or grievances internally and with carrier / vendor partners
- Fulfill project management duties as required, ensuring successful project completion
- Ensure client is receiving top-tier service and support tailored to their needs
You Should Have
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.
Salary Range $90,000—$105,000 USD
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 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
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.
Salary : $90,000 - $105,000
