Client Advisor

IMA Financial Group; Town of Charlotte (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual performance bonus

Stock Purchase

Medical Plans

Dental

Job summary

IMA Financial Group is seeking a Client Advisor to guide clients through new business and renewal processes, coordinating with carriers and internal teams to ensure a seamless experience. You will review renewals, educate clients on coverage options, and identify opportunities to expand relationships across lines of business.

The role emphasizes relationship building, accuracy, and timely service, with a focus on staying current with industry trends and collaborating across the IMA team to

Qualifications

• Active North Carolina Insurance Agent License, with the ability to maintain licensing requirements.
• Previous experience as an Account Manager, Client Advisor, or a similar insurance service role.
• High school diploma or equivalent required.
• Associate’s or Bachelor’s degree, commercial insurance experience, and/or industry designations preferred.
• Strong communication, relationship-building, and customer service skills.
• Ability to prioritize multiple tasks while delivering a high level of accuracy and responsiveness.

Responsibilities

• Guide clients through the new business and renewal process, coordinating with carriers and customers to ensure a seamless and timely experience.
• Coordinate the issuance of binders, certificates, policies, endorsements, and related documentation while partnering with internal processing teams to resolve any discrepancies.
• Review renewal policies to identify risk exposures and educate clients on coverage options, exclusions, and potential gaps, helping them make informed insurance decisions.
• Identify opportunities to expand client relationships through additional lines of business and referral generation.
• Prepare submissions and market accounts with core carrier partners whenever possible.
• Review policy audits for accuracy and collaborate with clients and carriers to resolve issues.
• Support carrier requests, including non-renewals, statements of value, and loss control recommendations.
• Develop and present insurance summaries, schedules, and proposals.
• Assist clients with policy cancellations and accounts receivable concerns.
• Stay current on industry trends, products, legislation, technology, and coverage developments through ongoing professional education and carrier meetings.
• Collaborate with colleagues across IMA to support shared business goals and deliver outstanding client service.
• Demonstrate and champion IMA’s Core Values in every interaction.
• Support additional projects and responsibilities as assigned by leadership.

Skills

Communication

Relationship-building

Customer service

Education

High school diploma or equivalent

Associate’s or Bachelor’s degree or designations preferred

Job description

Are you passionate about building relationships, solving problems, and helping clients protect what matters most? As a Client Advisor, you will play a key role in delivering an exceptional service experience to both current and prospective business risk clients. This position offers the opportunity to become a trusted advisor, strengthen client partnerships, identify growth opportunities, and make a meaningful impact on client success.

Essential Responsibilities

• Guide clients through the new business and renewal process, coordinating with carriers and customers to ensure a seamless and timely experience.
• Coordinate the issuance of binders, certificates, policies, endorsements, and related documentation while partnering with internal processing teams to resolve any discrepancies.
• Review renewal policies to identify risk exposures and educate clients on coverage options, exclusions, and potential gaps, helping them make informed insurance decisions.
• Identify opportunities to expand client relationships through additional lines of business and referral generation.
• Prepare submissions and market accounts with core carrier partners whenever possible.
• Review policy audits for accuracy and collaborate with clients and carriers to resolve issues.
• Support carrier requests, including non-renewals, statements of value, and loss control recommendations.
• Develop and present insurance summaries, schedules, and proposals.
• Assist clients with policy cancellations and accounts receivable concerns.
• Stay current on industry trends, products, legislation, technology, and coverage developments through ongoing professional education and carrier meetings.
• Collaborate with colleagues across IMA to support shared business goals and deliver outstanding client service.
• Demonstrate and champion IMA’s Core Values in every interaction.
• Support additional projects and responsibilities as assigned by leadership.

What We're Looking For

• Active North Carolina Insurance Agent License, with the ability to maintain licensing requirements.
• Previous experience as an Account Manager, Client Advisor, or a similar insurance service role.
• High school diploma or equivalent required.
• Associate’s or Bachelor’s degree, commercial insurance experience, and/or industry designations preferred.
• Strong communication, relationship-building, and customer service skills.
• Ability to prioritize multiple tasks while delivering a high level of accuracy and responsiveness.

Compensation & Benefits

Being 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/AD&D, 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 candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

What 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? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We 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, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal’s Washington's Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The 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.