Private Client Advisor

divh2Private Client Advisor/h2pIMA Select is seeking a Private Client Advisor to join our team in Wichita, KS! 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 agency management system, claims advising, endorsements, evidence of insurance, and auto ID cards. A successful applicant must possess critical thinking and problem-solving skills, ability to work independently in a fast-paced environment, manage complex accounts, analyze insurance quotes and make recommendations, and have excellent written and oral communication and interpersonal skills./ppAdditional responsibilities include, but are not limited to:/pulliCultivate and maintain excellent communication and relationships with clients and insurance carriers/liliInteract professionally and timely with clients via email, phone, and in-person/liliDevelop remarketing strategy in accordance with client servicing standards and market changes/liliManage renewal process on assigned book of business including 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, and issuing renewal invoices, etc./liliParticipate in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected and cross-selling new or adding additional lines of coverage or services on existing accounts/liliFollowing up on accounts receivable items in accordance with IMA Accounts Receivable Policy/liliAttend education classes in combination with individual study programs to expand technical coverage knowledge/liliSupport and demonstrate IMA Selects core values/liliValue and understand the importance of diversity, equality, and inclusion among all IMA associates/li/ulpRequired skills and experiences:/pulliMinimum 2 years of similar or related experience required/liliHigh School Diploma required/liliMath skills required, involving familiarity with ratios, percentages, discounts, and commissions/liliStrong computer proficiency including Microsoft Office products required/liliProperty and Casualty license is required for state of business and associates must fulfill continuing education requirement to retain license/li/ulpCompensation Benefits/ppBeing a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/ADD, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidates geographic location, prior relevant experience, and their knowledge, skills, and abilities./ppstrongWhy Join IMA?/strong/ppstrongWeve built a reputation for putting our associates first/strong/ppWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? Its this unique ownership business model that makes working at IMA so appealing./ppstrongWe work in teams. We sell in teams. We win and prosper as a team/strong/ppWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, were big enough to write business all over the world and small enough to implement your ideas quickly./ppstrongWe are recognized nationally as a leader in our industry/strong/pulli2020-2023 Business Insurance Magazine Best Places to Work in Insurance/lili2023 Inc. Magazines Best Workplaces/lili2023 Denver Business Journals Best Places to Work/lili2022-2023 Connecticut Top Work Places/lili2021-2023 Inc. 5000s List of Fastest Growing Companies/lili2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies/lili2022-2023 Kansas City Business Journals Best Places to Work/lili2021-2023 Charlotte Business Journals Best Places to Work/lili2021-2023 Los Angeles Business Journals Best Places to Work/lili2021-2023 The Salt Lake City Tribune Top Work Places/lili2021-2022 Puget Sound Business Journals Washingtons Best Workplaces/lili2021-2022 Wichita Business Journals Best Places to Work, #1 in extra-large category/lili2021 Dallas Business Journals Best Places to Work/lili2021 Alaska Journal of Commerces Best Workplaces in Alaska/li/ulpThis Job Description is not a complete statement of all duties and responsibilities comprising this position./ppThe IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities./p/div