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Business Insurance Client Advisor

2 months ago

Denver, Colorado, United States IMA Financial Group Full time
About the Role

We are seeking a highly skilled Business Insurance Client Advisor to join our team at IMA Financial Group. As a key member of our team, you will be responsible for providing exceptional client service and support to our small commercial lines clients.

Key Responsibilities
  • Support and demonstrate IMA's core values, including a commitment to diversity, equality, and inclusion.
  • Develop and maintain strong relationships with clients and insurance carriers through effective communication and negotiation.
  • Manage daily account servicing and client advisement needs, including handling client and insurance company inquiries, resolving coverage and premium discrepancies, and maintaining accurate account information.
  • Develop and implement remarketing strategies to meet client servicing standards and market changes.
  • Manage the renewal process for assigned accounts, including preparation of pre-renewal summaries, creation of renewal applications and submissions, online quoting, and negotiation of terms and premiums.
  • Participate in conference calls and in-person client meetings to review insurance strategies and business operations.
  • Identify opportunities for cross-selling new lines of coverage or services on existing accounts.
  • Follow up on accounts receivable items in accordance with IMA's Accounts Receivable Policy.
Requirements
  • Critical thinking and problem-solving skills with the ability to prioritize and multitask in a fast-paced environment.
  • Ability to work independently on matters of significance.
  • Ability to manage complex accounts and analyze insurance quotes to make recommendations.
  • Knowledge of policy forms and endorsements.
  • Excellent written and oral communication and interpersonal skills.
  • Math skills, including 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 required for the state of business, with a commitment to continuing education to retain the license.
What We Offer

As a valued member of our team, you will have access to a comprehensive benefits package, including an 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, and personal and professional development opportunities.

Why IMA?

We are a dynamic and entrepreneurial company that values our associates and provides opportunities for growth and development. We are recognized nationally as a leader in our industry, with a reputation for putting our associates first. We offer a unique ownership business model that makes working at IMA appealing, with a focus on teamwork, support, and recognition.