Private Client Advisor

ESSENTIAL JOB RESPONSIBILITIES

• 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 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

• 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 required for state of business and must fulfill continuing education requirement to retain license

$75,000—$85,000 USD

• 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
• Well‑Being Stipend
• Personal and Professional Development

* These benefits do not apply to internship roles.

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.