Commercial Client Advisor (small Business)

Imafinancialgroup

Remote
Base: $60,000 - $70,000 usd; bonus/equity: annual ...
**
Property and casualty license required
2 years of similar experience minimum
Analyze insurance quotes and recommendations
** IMA Financial Group is seeking a Commercial Client Advisor for small businesses to provide account servicing, client advisement, and maintain strong relationships with clients and insurance carriers. The position is remote and requires a minimum of two years of relevant experience, including strong communication, problem-solving skills, and knowledge of insurance policies. **

Job Summary

  • The role involves supporting core values while managing daily account servicing and client advisement needs including resolving coverage issues.
  • Employees are responsible for developing remarketing strategies, managing the full renewal process, and participating in cross-selling new lines of coverage.
  • The company offers a robust benefits package including medical plans, 401(k), paid time off, and an annual performance bonus.

Matching Summary

Match Score: 75

** IMA Financial Group is seeking a Commercial Client Advisor for small businesses to provide account servicing, client advisement, and maintain strong relationships with clients and insurance carriers. The position is remote and requires a minimum of two years of relevant experience, including strong communication, problem-solving skills, and knowledge of insurance policies. **

Salary

Base: $60,000 - $70,000 USD; Bonus/Equity: Annual Performance Bonus, Stock Purchase; Benefits: Medical, Dental, Vision, 401(k), PTO

Skills & Requirements

Must-have

  • Property and Casualty license required
  • 2 years of similar experience minimum
  • Analyze insurance quotes and recommendations
  • Manage renewal process and submissions
  • Process endorsements and certificates

Nice-to-have

  • Critical thinking in fast-paced environment
  • Excellent written and oral communication
  • Ability to work independently on significant matters
  • Strong computer proficiency with Microsoft Office
  • Math skills involving ratios and percentages

Key Requirements

  • Minimum 2 years of similar or related experience
  • Property and Casualty license required
  • Fulfill continuing education requirement to retain license

Work Rights

Not specified

Tailored Resume

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