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Business Insurance Client Advisor
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We are seeking a highly skilled and motivated Business Insurance Client Advisor to join our team at IMA Financial Group. As a Business Insurance Client Advisor, you will play a critical role in providing exceptional service to our small commercial lines clients.
Key Responsibilities- Client Service and Support
- Provide daily account servicing and client advisement needs, including handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, and maintaining accurate account information in our agency management system.
- Cultivate and maintain excellent communication and relationships with clients and insurance carriers.
- Renewal Process Management
- Manage the renewal process on assigned book of business, including preparation of pre-renewal summaries, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, and preparing final quotes and proposals for delivery to clients.
- Account Management and Growth
- Participate in cross-selling new lines of coverage or services on existing accounts.
- Develop remarketing strategies in accordance with client servicing standards and market changes.
- Professional Development
- Attend education classes and individual study programs to expand technical coverage knowledge.
- Education and Experience
- Minimum 2 years of similar or related experience.
- Skills and Qualifications
- 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.
- Licenses and Certifications
- Property and Casualty license required for the state of business and must fulfill continuing education requirements to retain license.
As a Business Insurance Client Advisor at IMA Financial Group, you will be part of a collaborative team that values diversity, equality, and inclusion. We offer a competitive salary range of $50,500-$60,700 USD, as well as a comprehensive benefits package, including annual performance bonuses, 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, and personal and professional development opportunities.
We are an equal employment opportunity employer and comply with applicable state and local laws governing nondiscrimination in employment in every location in which we have facilities.
