Business Insurance Senior Client Advisor

IMA Financial Group, INC•Kansas City, KS

47d

About The Position

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: 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 Assists with the onboarding and training of new associates Serves as a subject matter expert and provides technical expertise to staff 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 accounts with increased complexity
Ability to analyze insurance quotes and make recommendations
Ability to think strategically
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 5 years of similar or related experience
Property and Casualty license 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
Assists with the onboarding and training of new associates
Serves as a subject matter expert and provides technical expertise to staff
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