Senior 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 but 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.
• Cultivate and maintain excellent communication and relationships with clients and insurance carriers
• Interact professionally and timely with clients via email, phone, and in-person
• Develop remarketing strategies 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.
• Participate in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
• Assist with the onboarding and training of new associates
• Serve as a subject matter expert and provide technical expertise to staff
• Participate 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
• Attend 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 work independently regarding matters of significance
• Ability to manage accounts with increased complexity
• Ability to analyze insurance quotes and make recommendations
• Ability to think strategically
• Knowledge of policy forms and endorsements
• 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
• Minimum 5 years of similar or related experience
• Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license

• Professionalism
• Self-Direction
• Manage Client Relationships
• Problem Solving

The anticipated posting timeline for this opportunity is 7/21/2026-8/21/2026

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Salary Range: $60,000 — $80,000 USD

Compensation & Benefits:
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
• Well-Being Stipend
• 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…