Business Insurance Client Advisor (Small Commercial)

Ima Financial Corporation • Bellevue, WA

331d • $50,000 - $76,000 • Remote

About The Position

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.

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

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Real Estate
• Education Level: No Education Listed