PrivateClientAdvisor

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 Responsibility 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. Cultivates and maintains excellent communication and relationships with clients and insurance carriers Interacts professionally and timely with clients via email, phone, and in-person Develops remarketing strategy in accordance with client servicing standards and market changes Responsibility 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. Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected Participates in cross-selling new or adding additional lines of coverage or services on existing accounts Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy Attends 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 analyze insurance quotes and make recommendations Knowledge of policy forms and endorsements preferred Excellent written and or