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IMA Financial Group, Inc. · 1 day ago

Private Client Advisor

Bellevue, WA

Full-time

Onsite

Entry, Mid Level

$70K/yr - $80K/yr

2+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, known for its commitment to associates and community involvement. The Private Client Advisor role involves daily account servicing, client advisement, and managing the renewal process for assigned accounts 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, 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 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, 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

Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected

Participates 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

Attends education classes in combination with individual study programs to expand technical coverage knowledge

Qualification

PropertyCasualty licenseInsurance analysisClient relationship managementMath skillsMicrosoft Office proficiencyCritical thinkingCommunicationInterpersonal skillsProblem-solving

Required

Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment

Ability to analyze insurance quotes and make recommendations

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

2+ years of similar or related experience

Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license

Preferred

Knowledge of policy forms and endorsements preferred

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