Private Client Advisor

ESSENTIAL JOB RESPONSIBILITIES

Include but are not limited to:

• Supports and demonstrates IMA Select's core values
• Values and understands the importance of diversity, equality, and inclusion among all IMA associates
• Responsibility for daily account servicing and client advisement needs including but is not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto , etc.
• Cultivates and maintains excellent communication and relationships with clients and insurance carriers
• Interacts professionally and timely with clients via email, phone, and in-person
• Develops remarketing strategy in accordance with client servicing standards and market changes
• Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
• Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
• Participates in cross-selling new or adding additional lines of coverage or services on existing accounts
• Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
• Attends education classes in combination with individual study programs to expand technical coverage knowledge

Include but are not limited to:

• Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
• Ability to analyze insurance quotes and make recommendations
• Knowledge of policy forms and endorsements preferred
• Excellent written and oral communication and interpersonal skills
• Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
• Strong computer proficiency including Microsoft Office products
• 2+ years of similar or related experience
• Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license

$70,000-$80,000 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

* These benefits do not apply to internship roles.

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.

• Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• Connecticut Top Work Places
• Inc. 5000's List of Fastest Growing Companies
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Kansas City Business Journal's Best Places to Work
• Charlotte Business Journal's Best Places to Work
• Los Angeles Business Journal's Best Places to Work
• The Salt Lake City Tribune Top Work Places
• Puget Sound Business Journal's Washington's Best Workplaces
• Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

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…