Strategic Insurance Advisor – Client Growth

IMA Financial Group; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group in Charlotte, NC seeks a Client Advisor to deliver exceptional service to current and prospective business risk clients. You will guide clients through new business and renewals, coordinate documentation, and educate on coverage options, while uncovering opportunities to expand relationships and cross-sell insurer lines.

The role relies on strong communication, relationship-building, and customer service skills, with licensing requirements and a focus on accurate, timely

Qualifications

• Active North Carolina Insurance Agent License (or ability to maintain).
• Experience as Account Manager/Client Advisor or 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 accuracy and responsiveness.

Responsibilities

• Guide clients through new business and renewal processes with carriers and customers.
• Coordinate issuance of binders, certificates, policies and endorsements with internal teams.
• Review renewal policies to identify risk exposures and explain coverage options and gaps.
• Identify opportunities to expand client relationships and cross-sell additional lines of business.
• Prepare submissions and market accounts with core carrier partners.
• Review policy audits and resolve discrepancies with clients and carriers.
• Support carrier requests including non-renewals, value statements, 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 and coverage developments through ongoing education.
• Collaborate across IMA to support shared goals and demonstrate Core Values.
• Support additional projects and responsibilities as assigned by leadership.

Skills

Communication skills

Relationship-building

Customer service

Education

High school diploma

Associate/Bachelor's degree preferred

Job description

IMA Financial Group in Charlotte, NC seeks a Client Advisor to deliver exceptional service to current and prospective business risk clients. You will guide clients through new business and renewals, coordinate documentation, and educate on coverage options, while uncovering opportunities to expand relationships and cross-sell insurer lines.

The role relies on strong communication, relationship-building, and customer service skills, with licensing requirements and a focus on accurate, timely