Job Opportunities API

The Public Ledger of Openings

← Back to the ledger

Private Client Advisor

IMA Financial Group
CompanyIMA Financial Group
CategoryFinance
LocationWichita
RemoteOn-site (inferred)
EmploymentNot stated
LevelMid
SalaryNot stated by the employer
Posted23 Jul 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA Select’s core values Values and understands the importance of diversity, equality, and inclusion among all IMA associates Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc. Cultivates and maintains excellent communication and relationships with clients and insurance carriers Interacts professionally and timely with clients via email, phone, and in-person Develops remarketing strategy in accordance with client servicing standards and market changes Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc. Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected Participates in cross-selling new or adding additional lines of coverage or services on existing accounts Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy Attends education classes in combination with individual study programs to expand technical coverage knowledge REQUIRED EXPERIENCE AND SKILLS  include but are not limited to: Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment Ability to analyze insurance quotes and make recommendations Knowledge of policy forms and endorsements preferred Excellent written and oral communication and interpersonal skills Math skills required, involving familiarity with ratios, percentages, discounts, and commissions Strong computer proficiency including Microsoft Office products 0-2 years of similar or related experience Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license COMPETENCIES & TRAITS: Professionalism Self-Direction Manage Client Relationships Problem Solving 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 relationship
HOUSE AD986,449 openings. Erioun finds yours.Scored against your own profile, every hour.Try the radar →