PrivateClientAdvisorTeamLeader

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Responsibility for day-to-day supervising of Private Client Service Teams including client issues and problem solving, providing guidance regarding renewal strategies and client retention, carrier issues, PTO approval, performance reviews and timecards Provides direction and oversight to ensure compliance with workflow and exceptional customer service standards Works closely with Market Manager to help foster a spirit of teamwork between Producers, Client Advisors, and Placement Teams to drive results, support strategic initiatives, and meet new business and retention goals Monitors department coverage and evaluates workloads to assign new business and reassign accounts as necessary Builds relationships with carrier partners and communicates program and underwriting changes to staff Supports associates in their expansion of industry and carrier knowledge through ongoing training and carrier meetings Encourages development opportunities for staff by setting performance goals that align with organizations goals and providing performance feedback Responsibility for managing a book of business and delivering high quality service that meets or exceeds retention goals Participates and directs in the hiring and onboarding of new associates including expansion through acquisitions REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Strong supervisory and motivational skills Ability to communicate in a pragmatic and proactive way Ability to handle conflict and bring to a timely resolution In-depth knowledge of agency management system and workflows Minimum 7 years of similar or related experience in private client insurance preferred Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license L