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Risk Control Client Experience & Technology Manager

IMA Financial GroupDallas, TX; Denver, CO; Houston, TX; Pasadena, CA
On-site Full-time $109K/yr - $164K/yr

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Experience Level

Manager

Qualifications

Qualifications:Proven experience in client experience management or technology solutions. Strong understanding of operational best practices within a Risk Control or similar environment. Excellent communication and interpersonal skills. Ability to work collaboratively within a diverse team. Proficient in data analysis and reporting. Technological proficiency, particularly with software tools relevant to Risk Control.

About the job

The Risk Control Client Experience & Technology Manager plays a pivotal role in enhancing operational efficiency within the Risk Control Division. This position is dedicated to fostering an exceptional "Client Experience" by identifying, developing, and implementing a suite of software tools that will be utilized by both clients and Risk Control team members. This role aims to streamline administrative tasks, thereby improving the overall performance of the Risk Control team and supporting the long-term strategic objectives. The selected candidate will collaborate closely with Risk Control Team Leaders and Industry Leaders to ensure optimal resource allocation, best practices, and cooperative efforts across all offices to drive new business and bolster client retention. Additionally, this position will manage approximately 25% of the client service workload directly associated with IMA clients to maintain a current understanding of operational demands.

 

Key Responsibilities:

  • Provide support to the Risk Control Team by addressing client inquiries related to software tools.
  • Exemplify IMA’s core values while promoting a culture of diversity, equity, and inclusion among all associates.
  • Assist Team Leaders and Industry Leaders in boosting efficiency and profitability through centralized access to resources and success stories.
  • Engage professionally with teammates, Market Leaders, Producers, and Account Executives to enhance client retention and secure new business opportunities.
  • Serve as a trusted advisor on data initiatives, such as Loss Source Analysis and Safety Perception Surveys.
  • Identify, develop, and sustain technology solutions for Risk Control projects as prioritized by leadership.
  • Maintain an updated list of vetted vendors for internal and client referrals.
  • Manage client updates using third-party software tools and negotiate renewals based on accurate usage.
  • Act as a liaison to outsourced operational partners, providing insights for process improvements.
  • Oversee the operational aspects of vendor relationships, including agreements, billing, and legal reviews.

About IMA Financial Group

IMA Financial Group is a forward-thinking organization dedicated to providing exceptional risk management and financial services. With a commitment to innovation and excellence, IMA fosters a collaborative environment where diversity and inclusion are paramount. Our teams are equipped with the latest technology and resources to ensure client success and satisfaction.

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