Senior Commercial Client Advisor

Responsibilities

• Manage daily account servicing and client advisement, including handling inquiries and resolving coverage or premium discrepancies
• Oversee the full renewal process for an assigned book of business, including preparing summaries, negotiating terms, and binding coverage
• Cultivate and maintain strong professional relationships with clients and insurance carriers
• Develop remarketing strategies in response to market changes and client servicing standards
• Participate in client meetings to review insurance strategies and business operations
• Serve as a technical subject matter expert and assist with the onboarding and training of new associates
• Identify opportunities for cross-selling new lines of coverage or services to existing accounts

Requirements

• Minimum of 5 years of related experience in commercial insurance
• Active Property and Casualty license for the state of business
• Strong critical thinking and problem-solving skills
• Proficiency in Microsoft Office products
• Ability to work independently and manage complex accounts in a fast-paced environment
• Excellent written and oral communication 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, paid holidays, and sabbatical opportunities
• Well-being stipend and professional development support
• Flexible work options

About the Company

IMA Financial Group is an entrepreneurial, expanding company built on a unique ownership business model. We are recognized nationally as a leader in the insurance industry, focusing on teamwork and providing the resources necessary for our associates to succeed and grow.