Private Client Advisor Team Leader

IMA Financial Group•Denver, CO

16h•Hybrid

About The Position

This role is responsible for the day-to-day supervision of Private Client Service Teams, including managing client issues and problem-solving, providing guidance on renewal strategies and client retention, handling carrier issues, approving PTO, conducting performance reviews, and managing timecards. The position also involves fostering teamwork between Producers, Client Advisors, and Placement Teams to achieve results and meet business goals. Additionally, the Team Leader monitors department coverage, evaluates workloads, assigns new business, and reassigns accounts as needed. They build relationships with carrier partners, communicate program and underwriting changes to staff, and encourage staff development through training and performance feedback. The role also includes managing a book of business to ensure high-quality service and retention goals are met, and participating in the hiring and onboarding of new associates.

Requirements

Strong supervisory and motivational skills
Ability to communicate in a pragmatic and proactive way
Ability to handle conflict and bring to a timely resolution
In-depth knowledge of agency management system and workflows
Minimum 7 years of similar or related experience in private client insurance preferred
Property and Casualty license required for state of business
Must fulfill continuing education requirement to retain license
Limited travel required

Responsibilities

Supervising Private Client Service Teams, including client issues and problem solving.
Providing guidance regarding renewal strategies and client retention.
Managing carrier issues, PTO approval, performance reviews, and timecards.
Ensuring compliance with workflow and exceptional customer service standards.
Fostering teamwork between Producers, Client Advisors, and Placement Teams to drive results and meet goals.
Monitoring department coverage and evaluating workloads to assign new business and reassign accounts.
Building relationships with carrier partners and communicating program and underwriting changes to staff.
Encouraging development opportunities for staff by setting performance goals and providing feedback.
Managing a book of business and delivering high-quality service that meets or exceeds retention goals.
Participating and directing in the hiring and onboarding of new associates, including expansion through acquisitions.