Business Insurance Client Advisor

4 days ago

Denver, Colorado, United States IMA Financial Group Full time
Job Title: Business Insurance Client Advisor

We are seeking a highly skilled 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:
  • Support and demonstrate IMA Select's core values
  • Value and understand the importance of diversity, equality, and inclusion among all IMA associates
  • Responsibility for daily account servicing and client advisement needs, including handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and 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
  • Responsibility for managing renewal process on assigned book of business, including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
  • Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations
  • Participate in cross-selling new lines of coverage or services on existing accounts
  • Responsibility 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
Requirements:
  • 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 be required for state of business and must fulfill continuing education requirement to retain license
Benefits:

As a Business Insurance Client Advisor at IMA Financial Group, you will be eligible for a comprehensive benefits package, including 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.

We are an equal opportunity employer and welcome applications from diverse candidates.

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