Senior Private Client Advisor

IMA Financial Group•Quinte West, ON

10h•$60,000 - $80,000•Hybrid

About The Position

This role is responsible for daily account servicing and client advisement needs, including handling inquiries, processing downloads, maintaining agency management system accuracy, claims advising, endorsements, and evidence of insurance. The position also involves cultivating strong relationships with clients and insurance carriers, managing the renewal process for an assigned book of business, and participating in client meetings to ensure adequate asset protection. Additionally, the Senior Private Client Advisor will assist with onboarding and training new associates, serve as a subject matter expert, and participate in cross-selling opportunities. The role also requires following up on accounts receivable and engaging in continuous learning to expand technical coverage knowledge.

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 accounts with increased complexity
Ability to analyze insurance quotes and make recommendations
Ability to think strategically
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 5 years of similar or related experience
Property and Casualty license required for state of business
Must fulfill continuing education requirement to retain license

Responsibilities

Daily account servicing and client advisement needs
Handling client and insurance company inquiries
Processing daily carrier downloads
Obtaining daily notifications and alerts from carrier websites
Maintaining accurate account information in agency management system
Claims advising, endorsements, evidence of insurance, auto ID cards
Cultivating and maintaining excellent communication and relationships with clients and insurance carriers
Managing the renewal process on assigned book of business
Preparing pre-renewal summary
Online quoting via carrier rating platforms and comparative rater
Reviewing quotes and negotiating terms and premiums
Preparing final quotes and proposals for delivery to client
Binding coverage and issuing renewal invoices
Participating in conference calls and/or periodic in-person client meetings
Assisting with the onboarding and training of new associates
Serving as a subject matter expert and providing technical expertise to staff
Participating in cross-selling new or adding additional lines of coverage or services on existing accounts
Following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
Attending education classes in combination with individual study programs to expand technical coverage knowledge