Commercial Client Advisor

IMA Financial Group, INC•Charlotte, NC

42d

About The Position

ESSENTIAL JOB RESPONSIBILITIES: to be completed with moderate to limited supervision and guidance 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. Responsible 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. Cultivate and maintain excellent communication and relationships with clients and insurance carriers. Interact professionally and timely with clients via email, phone, and in-person Develop remarketing strategy in accordance with client servicing standards and market changes. Responsible 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. Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations. Participate in cross-selling new lines of coverage or services on existing accounts. Responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy. Attend education classes in combination with individual study programs to expand technical coverage knowledge. REQUIRED EXPERIENCE AND SKILLS: 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

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.
Responsible 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.
Cultivate and maintain excellent communication and relationships with clients and insurance carriers.
Interact professionally and timely with clients via email, phone, and in-person
Develop remarketing strategy in accordance with client servicing standards and market changes.
Responsible 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.
Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations.
Participate in cross-selling new lines of coverage or services on existing accounts.
Responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
Attend education classes in combination with individual study programs to expand technical coverage knowledge.