Senior Private Client Advisor

ESSENTIAL JOB RESPONSIBILITIES  include but are not limited to:   Supports and demonstrates IMA Select’s core values   Values and understands the importance of diversity, equality, and inclusion among all IMA associates   Responsib ility  for daily account servicing and client advisement needs  including but not limited to 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, etc.   Cultivate s  and maintain s  excellent communication and relationships with clients and insurance carriers   Interact s  professionally and timely with clients via email, phone, and in-person   Develop s  remarketing strateg ies  in accordance with client servicing standards and market changes   Responsib ility  for managing 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.   Participate s  in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected   Assist s  with the onboarding and training of new associates   Serve s  as a subject matter expert and provide s  technical expertise to staff   Participate s  in cross-selling new or adding additional lines of coverage or services on existing accounts   Responsib ility  for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy   Attend s  education classes in combination with individual study programs to expand technical coverage knowledge   REQUIRED EXPERIENCE AND SKILLS  include but are not limited to:   Critical thinking and problem-solving skills with 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 and must fulfill continuing education requirement to retain license   COMPETENCIES & TRAITS:   Professionalism   Self-Direction   Manage Client Relationships   Problem Solving   The anticipated posting timeline for this opportunity is 7/21/2026-8/21/2026 #LI-JS1 Salary Range $60,000 — $80,000 USD 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 2020-2023 Business 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 Top Work 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 Top Work 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-large category  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 IM