Client Advisor

IMA Financial Group•Charlotte, NC

About The Position

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients. Client Advisors promote, foster, and manage both new and current client relationships. Summary of Essential Job Functions: Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to client with appropriate correspondence Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions and exposures. Works with client to design insurance plan based on this information Solicits additional lines of business and referrals, completes submissions and markets with core carriers, when possible Reviews policy audits for accuracy and works with the customer and company to facilitate corrections Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations Sets up customer access to Zywave and assists with questions Prepares summaries of insurance, schedules and proposals Works with client on policy cancellations and aged receivable issues Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings. Interact, communicate and collaborate with ECM staff; sharing information and time as needed to support business objectives Adheres to all ECM policies and procedures Assists or completes other tasks as directed by the VP/SVP Producer and/or Business Risk Practice Leader

Requirements

Hold and maintain a NC Insurance Agent license.
Prior experience as a Client Associate or similar position.
Minimum high school graduate.

Nice To Haves

College degree and/or commercial insurance experience and industry designations preferred.

Responsibilities

Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process
Orders and issues binders, certificates, policies, endorsements, and other related items.
Facilitates corrections, when needed, and forwards to client with appropriate correspondence
Reviews renewal policies for risk exposures.
Informs and educates customers about coverage, exclusions and exposures.
Works with client to design insurance plan based on this information
Solicits additional lines of business and referrals, completes submissions and markets with core carriers, when possible
Reviews policy audits for accuracy and works with the customer and company to facilitate corrections
Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations
Sets up customer access to Zywave and assists with questions
Prepares summaries of insurance, schedules and proposals
Works with client on policy cancellations and aged receivable issues
Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.
Interact, communicate and collaborate with ECM staff; sharing information and time as needed to support business objectives
Adheres to all ECM policies and procedures
Assists or completes other tasks as directed by the VP/SVP Producer and/or Business Risk Practice Leader