Tech Stack

Description

As a Client Advisor at IMA Financial Group, you will manage client relationships and deliver exceptional service to business risk clients. You'll handle the full insurance lifecycle from application to renewals, designing insurance plans and fostering strong partnerships.

Requirements

• Hold and maintain NC Insurance Agent license
• Prior experience as Client Associate or similar position
• Minimum high school graduate
• College degree or commercial insurance experience preferred

Responsibilities

• Complete application process for new and renewal business
• Order and issue binders, certificates, policies, endorsements
• Review renewal policies for risk exposures and educate clients
• Solicit additional lines of business and referrals
• Prepare summaries of insurance, schedules, and proposals