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 knowled…