Business Insurance Client Advisor - Small Commercial

February 14

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

+7 more states

🏄 California – Remote ⛰️ Colorado – Remote 🌪️ Kansas – Remote 🗽 New York – Remote 🌲 Oregon – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $50k - $76k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

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IMA Financial Group, Inc.

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IMA Financial Group, Inc. is a diversified financial and insurance services company providing specialized insurance solutions across various industries, including agribusiness, construction, digital risk, education, energy, healthcare, hospitality, life sciences, manufacturing, marine, private equity, real estate, and technology. The company offers a wide range of insurance services such as business insurance, employee benefits, personal insurance, retirement solutions, wholesale insurance, wealth management, and more. IMA is committed to protecting assets and foreseeing challenges, ensuring that clients are prepared for the future. They emphasize community impact, philanthropy, and customer-driven solutions, supporting both innovation and community betterment.

Insurance • Surety • Employee Benefits • Risk Management

1001 - 5000 employees

Founded 1980

💸 Finance

🏢 Enterprise

💰 Private Equity Round on 2020-11

📋 Description

• As a Business Insurance Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our small commercial lines clients. • 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, 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. • 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 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. • Participates in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations • Participates 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 • Attends 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

• 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.