IMA Financial Group-posted 7 months ago
Full-time • Senior
Dallas, TX
Insurance Carriers and Related Activities

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As a Senior Private Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our personal lines insurance clients. This role involves supporting and demonstrating IMA Select's core values, valuing diversity, equality, and inclusion among all IMA associates, and managing daily account servicing and client advisement needs. Responsibilities include handling client and insurance company inquiries, processing daily carrier downloads, maintaining accurate account information, claims advising, and managing the renewal process on an assigned book of business.

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