Senior Private Client Advisor

About the role

Supports and demonstrates IMA Select’s core values. Values and understands the importance of diversity, equality, and inclusion among all associates.

Responsibilities

• Daily account servicing and client advisement, including handling client and insurance company inquiries, processing carrier downloads, obtaining notifications and alerts, maintaining accurate account information in the agency management system, claims advising, endorsements, evidence of insurance, and auto ID cards.
• 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 strategies in accordance with client servicing standards and market changes.
• Manages the renewal process on assigned book of business, including preparation of pre-renewal summaries, online quoting via carrier rating platforms, reviewing quotes, negotiating terms and premiums, preparing final quotes and proposals, binding coverage, and issuing renewal invoices.
• Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected.
• Assists with the onboarding and training of new associates.
• Serves as a subject matter expert and provides technical expertise to staff.
• Participates in cross-selling new or additional lines of coverage or services on existing accounts.
• Follows up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
• Attends education classes combined with individual study programs to expand technical coverage knowledge.

Requirements

• Critical thinking and problem-solving skills with the ability to prioritize and multitask in a fast-paced environment.
• Ability to work independently on matters of significance.
• Ability to manage accounts with increased complexity.
• Ability to analyze insurance quotes and make recommendations.
• Knowledge of policy forms and endorsements.
• Excellent written and oral communication and interpersonal skills.
• Math skills 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 the state of business; must fulfill continuing education requirements to retain the license.

Competencies & Traits

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

Pay

Salary Range: $60,000 USD - $80,000 USD. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Benefits

This role is eligible for the following benefits:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA (Flexible Spending Account)
• HSA (Health Savings Account)
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D Insurance
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Long Term Care Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Business Travel Accident Insurance
• Identity Theft Protection
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

Why Join IMA?

We’ve built a reputation for putting our associates first. As an integral part of an entrepreneurial, expanding company, you can develop lasting relationships, earn competitive benefits, and claim part ownership. Our unique ownership business model makes working at IMA appealing.

We work in teams, sell in teams, and win as a team. We provide support systems and resources that enable each associate to focus on what they do best. As an independent company based in the Midwest, we’re big enough to write business worldwide and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry, with numerous awards including:

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree (Recognizing 50 Most Community-Minded Companies)
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 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