Senior Private Client Advisor

7 days ago

Dallas, Texas, United States IMA Financial Group Full time
As a Senior Private Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our personal lines insurance clients.

What You'll Do
  • 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 strategies 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
  • 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 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
You Should Have
  • 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
#LI-MA1

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
  • Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • Connecticut Top Work Places
  • Inc. 5000's List of Fastest Growing Companies
  • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • Kansas City Business Journal's Best Places to Work
  • Charlotte Business Journal's Best Places to Work
  • Los Angeles Business Journal's Best Places to Work
  • The Salt Lake City Tribune Top Work Places
  • Puget Sound Business Journal's Washington's Best Workplaces
  • 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.

  • Private Client Advisor Lead

    1 day ago

    Dallas, Texas, United States IMA Financial Group Full time

    **About the Role:**We are looking for a talented and experienced Senior Private Client Advisor to join our team at IMA Financial Group. This role offers an exciting opportunity to work in a collaborative environment, provide exceptional client service, and contribute to the growth and success of our organization.

  • Private Client Advisor II

    1 week ago

    Dallas, Texas, United States Bank of America Full time

    Private Client Advisor IIDallas, TexasJob Description:This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client...

  • Private Client Advisor

    1 day ago

    Dallas, Texas, United States IMA Financial Group Full time

    As a Private Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our personal lines insurance clients.What You'll DoResponsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining...

  • Private Client Advisor

    1 day ago

    Dallas, Texas, United States IMA Financial Group Full time

    As a Private Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our personal lines insurance clients.What You'll DoResponsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining...

  • High Net Worth Client Advisor

    1 week ago

    Dallas, Texas, United States Edward Jones Full time

    Job RequirementsWe're seeking a highly motivated High Net Worth Client Advisor to join our HNW team. The successful candidate will have a passion for financial planning and a desire to make a positive impact on the lives of our clients. As a High Net Worth Client Advisor, you'll work closely with senior planners and financial advisors to develop tailored...

  • Client Advisor

    5 days ago

    Dallas, Texas, United States Armani Group Full time

    JOB DESCRIPTION Client Advisor | A|X North Park | Part-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit , passion for the brand, exemplify the company's...

  • Private Wealth Advisor

    1 week ago

    Dallas, Texas, United States Citigroup Inc Full time

    About the PositionThe Private Wealth Advisor role is a key position within our organization. The successful candidate will be responsible for providing expert financial advice and guidance to high-net-worth clients, identifying new business opportunities, and driving revenue growth.Key Responsibilities:Manage a portfolio of high-net-worth clients, providing...

  • Senior Financial Advisor

    6 days ago

    Dallas, Texas, United States Edward Jones Full time

    About UsEdward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.The OpportunityYou will have the opportunity to work closely with Financial Advisors to build...

  • Senior Client Advisor

    5 days ago

    Dallas, Texas, United States HirefinderRPO Full time

    Job SummaryHirefinderRPO is seeking an experienced Account Manager to join our fast-paced insurance team. As a key member of our team, you will be responsible for managing existing relationships while identifying opportunities for growth and expansion.Responsibilities:Act as a trusted advisor to clients, addressing their needs and concerns, and providing...

  • Advisor Senior, Upstream

    2 weeks ago

    Dallas, Texas, United States Hartford Steam Boiler Inspection and Insurance Company Full time

    Advisor Senior, Upstream**Company**HSB Solomon**Location**Dallas, United StatesHSB SolomonAssociates LLC (Solomon), a subsidiary of Hartford Steam Boiler and MunichRe, is seeking candidates for a Senior Upstream Advisor position to work in a dynamic, fast-paced business environment. Solomon is the leading performance improvement company for the global energy...

  • Private Wealth Advisor

    3 days ago

    Dallas, Texas, United States BOK Financial Full time

    Req ID: 75363 Location: Dallas -DAL, Austin -AUS, Grapevine -GRPV, Houston -HOUS, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Finance; Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 01/01/2025 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a...

  • Senior Transformation Advisor

    3 days ago

    Dallas, Texas, United States CrossCountry Consulting Full time

    **Role Overview:**We are seeking a seasoned finance expert to join our team as a Senior Transformation Advisor. In this role, you will serve as a trusted partner to our premiere PE-backed clients, delivering tailored integrated solutions that help them solve today's challenges and drive value creation.Key Responsibilities:Serve clients within the 'Office of...

  • Senior Investment Advisor

    6 days ago

    Dallas, Texas, United States Goodwin Recruiting Full time

    Are you a skilled Senior Investment Advisor looking for a new challenge? Do you want to take control of your career and build a successful practice with the support of a leading recruitment firm?As a Senior Investment Advisor at Goodwin Recruiting, you'll have access to a range of benefits and resources to help you grow your business and achieve your goals....

  • High Net Worth Client Advisor

    1 day ago

    Dallas, Texas, United States Edward Jones Full time

    Job DescriptionThis role plays a critical part in serving high net worth clients with complex needs. As an Associate Planner, you'll partner with senior planners, financial advisors, and the high net worth team to deliver an end-to-end client experience. Your responsibilities will include collaborating with financial advisors and clients to understand their...

  • Children's Client Advisor

    1 week ago

    Dallas, Texas, United States Neiman Marcus Full time

    Neiman Marcus Group is a relationship business that leads with love in everything we do—for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As a Client Advisor you...

  • Financial Advisor Senior

    1 week ago

    Dallas, Texas, United States First Horizon Full time

    Location: On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First...

  • Private Client Solutions Specialist

    14 hours ago

    Dallas, Texas, United States Citigroup Inc Full time

    Citigroup Inc. seeks an experienced Private Client Solutions Specialist to join our team. As a key member of our Private Banker Support group, you will be responsible for providing exceptional service and support to our private banking clients.Job Description:This role requires a unique blend of business acumen, technical expertise, and interpersonal skills....

  • Client Advisor

    1 week ago

    Dallas, Texas, United States KHAITE Full time

    ABOUT KHAITE KHAITE is a way of looking at the world. Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to life through womenswear and accessories that find confidence in contrast. Each piece proposes a fresh balance of opposing elements- masculine and feminine, strength and softness, structure and fluidity-...

  • Wealth Management Advisor

    3 days ago

    Dallas, Texas, United States Edward Jones Full time

    Job DescriptionThe Senior Planner will serve as a conduit between financial advisors, clients, and home office stakeholders. This role involves achieving client objectives through an unparalleled experience by fostering ongoing relationships. The Senior Planner will leverage the High Net Worth (HNW) team and other internal subject matter experts to deliver...

  • Senior Financial Advisor

    1 week ago

    Dallas, Texas, United States CONCURRENT INC Full time

    Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch...