Support Services Person ll

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients. Client Advisors promote, foster, and manage both new and current client relationships.

Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process

Orders and issues binders, certificates, policies, endorsements, and other related items. Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions and exposures. Reviews policy audits for accuracy and works with the customer and company to facilitate corrections

Sets up customer access to Zywave and assists with questions

Works with client on policy cancellations and aged receivable issues

sharing information and time as needed to support business objectives

Adheres to all ECM policies and procedures

Assists or completes other tasks as directed by the VP/SVP Producer and/or Business Risk Practice Leader

Minimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred.

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. Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Pre-Tax Parking Plan

Short-term Disability

Long-term Disability

Business Travel Accident

Flexible Work Options

Paid Holidays

Personal and Professional Development

These benefits do not apply to internship roles.

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? We provide support systems and resources that enable each of our associates to focus on what they do best. 2020-2023 Business Insurance Magazine Best Places to Work in Insurance

Magazine’s Best Workplaces

2019-2022 Civic 50 Colorado Honoree Recognizing 5 Most Community-Minded Companies

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.

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