Private Client Advisor

Responsibilities

• Manage daily account servicing and client advisement needs, including handling inquiries and processing carrier downloads.
• Maintain accurate account information within the agency management system.
• Manage the renewal process for an assigned book of business, including preparing summaries, quoting, and negotiating terms.
• Cultivate and maintain professional relationships with clients and insurance carriers.
• Develop remarketing strategies in accordance with client servicing standards and market changes.
• Participate in client meetings to ensure assets are protected and identify opportunities for cross-selling.
• Follow up on accounts receivable items in accordance with company policy.

Requirements

• Minimum of 2 years of similar or related experience in insurance or client servicing.
• High School Diploma required.
• Active Property and Casualty license for the state of business.
• Proficiency in Microsoft Office products.
• Strong math skills, including familiarity with ratios, percentages, discounts, and commissions.
• Excellent written and oral communication and interpersonal skills.

Benefits

• Annual Performance Bonus and Stock Purchase options.
• Comprehensive medical, dental, and vision plans.
• 401(k) and life/AD&D insurance.
• Paid Time Off and Paid Holidays.
• Flexible work options and well-being stipends.
• Professional development and personal growth opportunities.

About the Company

IMA Financial Group is an entrepreneurial, expanding company that operates with a unique ownership business model. We are recognized nationally as a leader in the insurance industry, consistently appearing on "Best Places to Work" lists across various regions. We focus on teamwork, innovation, and providing robust support systems to help our associates succeed.