Be an early applicantLess than 25 applicants

Company

IMA Financial Group, Inc. · 4 hours ago

Private Client Advisor

Wichita, KS

Full-time

Remote

Entry, Mid Level

2+ years exp

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Financial ServicesInsurance

Growth Opportunities

Hiring Manager

Audrey Schultz

Insider Connection @IMA Financial Group, Inc.

Discover valuable connections within the company who might provide insights and potential referrals.
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Responsibilities

Cultivate and maintain excellent communication and relationships with clients and insurance carriers

Interact professionally and timely with clients via email, phone, and in-person

Develop remarketing strategy in accordance with client servicing standards and market changes

Manage 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.

Participate in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected and cross-selling new or adding additional lines of coverage or services on existing accounts

Following up on accounts receivable items in accordance with IMA Accounts Receivable Policy

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

Support and demonstrate IMA Select’s core values

Value and understand the importance of diversity, equality, and inclusion among all IMA associates

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client advisementClaims advisingCasualty licenseMath skillsMicrosoft Office proficiency

Required

Minimum 2 years of similar or related experience required

High School Diploma required

Math skills required, involving familiarity with ratios, percentages, discounts, and commissions

Strong computer proficiency including Microsoft Office products required

Ability to obtain Property and Casualty license within 30-60 days of hire will be required for state of business and must fulfill continuing education requirement to retain license, unless already licensed

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