Insurance Client Advisor: Trusted Risk Partner

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

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