Senior Private Client Advisor

IMA Financial Group•Denver, CO

13d•Hybrid

About The Position

Supports and demonstrates IMA Select’s core values, valuing and understanding the importance of diversity, equality, and inclusion among all IMA associates. This role is responsible for daily account servicing and client advisement needs, including handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in the agency management system, claims advising, endorsements, evidence of insurance, and auto ID cards. The advisor cultivates and maintains excellent communication and relationships with clients and insurance carriers, interacting professionally and timely via email, phone, and in-person. They develop remarketing strategies in accordance with client servicing standards and market changes. The role also manages the renewal process for an assigned book of business, including preparation of pre-renewal summaries, online quoting via carrier rating platforms and comparative raters, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to clients, binding coverage, and issuing renewal invoices. The Senior Private Client Advisor participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected, assists with the onboarding and training of new associates, and serves as a subject matter expert, providing technical expertise to staff. They participate in cross-selling new or adding additional lines of coverage or services on existing accounts and are responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy. The role also requires attending education classes in combination with individual study programs to expand technical coverage knowledge.

Requirements

Critical thinking and problem-solving skills
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

Nice To Haves

Professionalism
Self-Direction
Manage Client Relationships
Problem Solving

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
Interacting professionally and timely with clients via email, phone, and in-person
Developing remarketing strategies
Managing the renewal process on assigned book of business
Preparation of 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
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
Attending education classes and individual study programs to expand technical coverage knowledge