Client Manager

Provide and maintain service to clients, and support Employee Benefits Producer in processing all lines of employee benefits insurance in accordance with the objectives and guidelines outlined by the Employee Benefits Department.

Other duties may be assigned.

• 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.

This job has no supervisory responsibilities.

• 4 year college degree preferred. 5-7 years related experience and/or training; or equivalent combination of education and experience.
• Active Life/Health License.
• Excellent oral and written communication skills.
• Possesses time management and problem solving skills.
• Ability to build and grow professional relationships with clients.

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 USD - $100,000 USD

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.

These benefits do not apply to internship roles.

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