Private Client Advisor Team Leader

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
• Limited travel required

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Salary Range

$90,000-$125,000 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 knowledge, skills, and abilities.


*These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.