Insurance, Financial Services, Risk Management

Client Advisor

Charlotte, NCOnsiteInternshipPosted 2 months agoVisa sponsorship available

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Required skills

Account Manager
Client Advisor
insurance service role
High school diploma
communication skills
relationship-building skills
customer service skills
prioritize multiple tasks
accuracy
responsiveness

Nice to have

Associate's degree
commercial insurance experience
industry designations

Role summary

IMA is seeking a Client Advisor to build relationships and help business risk clients protect what matters most. This role involves guiding clients through the new business and renewal process, coordinating documentation, reviewing policies for risk exposures, and identifying growth opportunities. The Client Advisor will also prepare submissions, resolve policy audit issues, support carrier requests, and develop insurance summaries. Staying current on industry trends and collaborating with colleagues are key. A North Carolina Insurance Agent License and previous insurance service experience are required, with degrees and commercial insurance experience preferred.

Are you passionate about building relationships, solving problems, and helping clients protect what matters most? As a Client Advisor, you will play a key role in delivering an exceptional service experience to both current and prospective business risk clients. This position offers the opportunity to become a trusted advisor, strengthen client partnerships, identify growth opportunities, and make a meaningful impact on client success.

Essential Responsibilities

Guide clients through the new business and renewal process, coordinating with carriers and customers to ensure a seamless and timely experience.

Coordinate the issuance of binders, certificates, policies, endorsements, and related documentation while partnering with internal processing teams to resolve any discrepancies.

Review renewal policies to identify risk exposures and educate clients on coverage options, exclusions, and potential gaps, helping them make informed insurance decisions.

Identify opportunities to expand client relationships through additional lines of business and referral generation.

Prepare submissions and market accounts with core carrier partners whenever possible.

Review policy audits for accuracy and collaborate with clients and carriers to resolve issues.

Support carrier requests, including non-renewals, statements of value, and loss control recommendations.

Develop and present insurance summaries, schedules, and proposals.

Assist clients with policy cancellations and accounts receivable concerns.

Stay current on industry trends, products, legislation, technology, and coverage developments through ongoing professional education and carrier meetings.

Collaborate with colleagues across IMA to support shared business goals and deliver outstanding client service.

Demonstrate and champion IMA's Core Values in every interaction.

Support additional projects and responsibilities as assigned by leadership.

What We're Looking For

Active North Carolina Insurance Agent License, with the ability to maintain licensing requirements.

Previous experience as an Account Manager, Client Advisor, or a similar insurance service role.

High school diploma or equivalent required.

Associate's or Bachelor's degree, commercial insurance experience, and/or industry designations preferred.

Strong communication, relationship-building, and customer service skills.

Ability to prioritize multiple tasks while delivering a high level of accuracy and responsiveness.

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

• Business Insurance Magazine – Best Places to Work in Insurance • US Insurance Awards – Community Outreach Project of the Year• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist• Inc. Magazine Best Workplaces • Inc. 5000 – List of Fastest Growing Companies • Alaska Journal of Commerce – Best Workplaces in Alaska • Charlotte Business Journal – Best Places to Work • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies • Connecticut Top Workplaces • Dallas Business Journal – Best Places to Work • Denver Business Journal – Best Places to Work• Denver Business Journal – Fast 50• Kansas City Business Journal – Best Places to Work • Los Angeles Business Journal – Best Places to Work • Puget Sound Business Journal – Washington’s Best Workplaces • Tampa Bay Times – Best Workplaces• The Salt Lake City Tribune Top Workplaces • Utah Business – Best Places to Work• Wichita Business Journal – Best Places to Work

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.

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