Private Client Account Advisor

IMA Financial Group
$70,000-$80,000 USD
paid time off, paid holidays, 401(k)
United States, Washington, Bellevue
Nov 23, 2024
ESSENTIAL JOB RESPONSIBILITIES: to be completed with moderate to limited supervision and guidance include, but are not limited to: Supports and demonstrates IMA Select's core values. Values and understands the importance of diversity, equality, and inclusion among all IMA associates. Responsible 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, evidences of insurance, auto ID cards, etc. 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. Responsible 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. Participate in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected. Participate in cross-selling new or adding additional lines of coverage or services on existing accounts. Responsible for 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. REQUIRED EXPERIENCE AND SKILLS: 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 more complex accounts Ability to analyze insurance quotes and make recommendations 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 2 years of similar or related experience Property and Casualty license will be3 required for state of business and must fulfill continuing education requirement to retain license COMPETENCIES & TRAITS: Professionalism Self- Direction Manage Client Relationships Problem Solving #LI-JS1 Salary Range $70,000 — $80,000 USD 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, Health Club Reimbursement, 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. 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 2020-2023Business 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 TopWork 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 TopWork 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-largecategory 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.