Client Advisor

IMA Financial Group•Charlotte, NC

11d•Hybrid

About The Position

Are you passionate about building relationships, solving problems, and helping clients protect what matters most? As a Client Advisor, you will play a key role in delivering an exceptional service experience to both current and prospective business risk clients. This position offers the opportunity to become a trusted advisor, strengthen client partnerships, identify growth opportunities, and make a meaningful impact on client success.

Requirements

Active North Carolina Insurance Agent License, with the ability to maintain licensing requirements.
Previous experience as an Account Manager, Client Advisor, or a similar insurance service role.
High school diploma or equivalent required.
Strong communication, relationship-building, and customer service skills.
Ability to prioritize multiple tasks while delivering a high level of accuracy and responsiveness.

Nice To Haves

Associate's or Bachelor's degree
commercial insurance experience
industry designations

Responsibilities

Guide clients through the new business and renewal process, coordinating with carriers and customers to ensure a seamless and timely experience.
Coordinate the issuance of binders, certificates, policies, endorsements, and related documentation while partnering with internal processing teams to resolve any discrepancies.
Review renewal policies to identify risk exposures and educate clients on coverage options, exclusions, and potential gaps, helping them make informed insurance decisions.
Identify opportunities to expand client relationships through additional lines of business and referral generation.
Prepare submissions and market accounts with core carrier partners whenever possible.
Review policy audits for accuracy and collaborate with clients and carriers to resolve issues.
Support carrier requests, including non-renewals, statements of value, and loss control recommendations.
Develop and present insurance summaries, schedules, and proposals.
Assist clients with policy cancellations and accounts receivable concerns.
Stay current on industry trends, products, legislation, technology, and coverage developments through ongoing professional education and carrier meetings.
Collaborate with colleagues across IMA to support shared business goals and deliver outstanding client service.
Demonstrate and champion IMA's Core Values in every interaction.
Support additional projects and responsibilities as assigned by leadership.