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IMA Financial Group, Inc. · 10 hours ago

Business Insurance Senior Client Advisor

Overland Park, KS

Full-time

Onsite

Senior Level

5+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, known for its commitment to associates and community. The Business Insurance Senior Client Advisor is responsible for managing client accounts, providing expert advisement, and ensuring excellent service while cultivating relationships with clients and insurance carriers.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Hiring Manager

Jordan Skidmore, PRC

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, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, 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, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc

Participates in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations

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 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

Qualification

PropertyCasualty licenseAccount managementInsurance analysisMicrosoft Office proficiencyCritical thinkingMath skillsCommunicationProblem-solving skillsInterpersonal skillsStrategic thinking

Required

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

Benefits

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

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees