Rocio G. Email & Phone Number
Senior Client Manager @ IMA Financial Group, Inc.
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Rocio G. Location
- Irvine, CA, US
Rocio G. Work
- Senior Client Manager @ (March 2025 - Present)
- Senior Account Manager @ (August 2023 - January 2025)
- Client Manager @ Marsh & McLennan Agency - West (March 2019 - March 2022)
- Account Manager @ (June 2017 - March 2019)
- Account Executive Team Lead @ (June 2015 - March 2019)
- Account Manager @ (February 2013 - June 2015)
- Commercial Account Manager @ Risk Transfer Associates (November 2011 - February 2013)
Rocio G. Skills
- AMS 360 Agency Management Systems
- Account Management
- Accounting
- Applied Epic Agency Management System
- Business Development
- Captive Insurance
- Casualty Insurance
- Cgl
- Client Relations
- Client Services
- Commercial Insurance
- Commercial Packages
- Communication
- Contract Reviews for insurance compliance
- Customer Experience
- D&O
- E%26o
- Employment Practices Liability
- Excess
- General Insurance
- Image Right Document Management System (IR)
- Insurance
- Legal Liability
- Liability
- Liability Analysis
- Management
- Market Planning
- Marketing
- Miscellaneous Professional Liability
- Negotiation
- Onboarding
- Operational Excellence
- Presentations
- Presenting Proposals
- Professional Liability
- Project Management
- Property
- Property
- Property & Casualty Insurance
- Relationship Building
- Sagitta Agency Management System
- Sales Management
- Team Leadership
- Teamwork
- Technology Enhancements
- Umbrella Insurance
- Umbrellas
- Workers Compensation
- Written Communication
Rocio G. Summary
- Rocio G., based in Irvine, CA, US, is currently a Senior Client Manager at IMA Financial Group, Inc.. Rocio G. brings experience from previous roles at Woodruff Sawyer, Marsh & McLennan Agency - West and United Agencies. With a robust skill set that includes AMS 360 Agency Management Systems , Account Management, Accounting, Applied Epic Agency Management System, Business Development and more. Rocio G. has 1 mobile phone numbers on RocketReach.
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Top IMA Financial Group, Inc. Employees
Bob Reiter
President
Denver, CO, US
Jeff Haney
President
Charlotte, NC, US
Nick Burns
President - Mountain Region
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Kyle Orndorff
President - Central Region
Wichita, KS, US
Ruth Rohs
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Denver, CO, US
Jacqueline Roth
President of Employee Benefits
Pasadena, CA, US
Joey Dryden
President, Houston Market
Houston, TX, US
Spencer Hoole
President, Retail Insurance
Salt Lake City, UT, US
Andrew Krantz
President, New York City
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Michael Bodack
President, Northeast Region
Harrison, NY, US
Robert Cohen
Chairman and CEO
Denver, CO, US
Ronald Wanglin
Chairman
Pasadena, CA, US
Clay Smith
President; Kansas City Market
Kansas City, MO, US
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