Private Client Support Specialist

IMA Financial Group•Wichita, KS

4d•Hybrid

About The Position

This role supports and demonstrates IMA’s core values, emphasizing the importance of diversity, equity, and inclusion among all associates. The Private Client Support Specialist will support service teams by assisting with tasks required to service customers. This includes assisting with the renewal process, preparing and issuing renewals and on-demand certificates of insurance, processing policies, endorsements, and audits, and handling daily electronic policy and document downloads. The specialist will also pull daily notifications from carrier websites, prepare paper documents for scanning, and file attachments within the agency management system. Additionally, the role involves issuing auto ID cards and actively supporting the team through miscellaneous projects.

Requirements

Strong reasoning skills and the ability to analyze and interpret data
Excellent written and oral communication skills with the ability to articulate complex issues in a clear and concise manner
Strong attention to detail
Ability to handle and prioritize multiple tasks while meeting deadlines
Commitment to work through projects to completion
Strong computer proficiency with Microsoft Offices products and other programs
Willingness to take on additional responsibilities as needed

Responsibilities

Supports service teams by assisting with tasks required to service customers
Assists with renewal process including preparation of pre-renewal and annual comparison summaries
Prepares and issues renewals and on-demand certificates of insurance
Processes policies, endorsements, and audits
Processes daily electronic policy and document download
Pulls daily notifications from carrier websites
Prepares paper documents to be scanned and files attachments within agency management system
Issues auto ID cards
Actively supports team by participating in miscellaneous projects