Client Advisor

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Job Summary:

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients. Client Advisors promote, foster, and manage both new and current client relationships.

Summary of Essential Job Functions:

• Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process
• Orders and issues binders, certificates, policies, endorsements, and other related items.  Facilitates corrections, when needed, and forwards to client with appropriate correspondence
• Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions and exposures. Works with client to design insurance plan based on this information
• Solicits additional lines of business and referrals, completes submissions and markets with core carriers, when possible
• Reviews policy audits for accuracy and works with the customer and company to facilitate corrections
• Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations
• Sets up customer access to Zywave and assists with questions
• Prepares summaries of insurance, schedules and proposals
• Works with client on policy cancellations and aged receivable issues
• Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.
• Interact, communicate and collaborate with ECM staff; sharing information and time as needed to support business objectives
• Adheres to all ECM policies and procedures
• Assists or completes other tasks as directed by the VP/SVP Producer and/or Business Risk Practice Leader

Minimum Requirements:

• Hold and maintain a NC Insurance Agent license.
• Prior experience as a Client Associate or similar position.
• Minimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred.

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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, Well-Being Stipend, Personal and Professional Development.  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.

\*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 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

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.