Senior Private Client Advisor
IMA Financial Group
| Company | IMA Financial Group |
| Category | Finance |
| Location | Denver |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Senior |
| Salary | Not stated by the employer |
| Posted | 21 Jul 2026 |
| Last verified | 11 Aug 2026 |
| Source | Employer ATS (greenhouse) |
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
Responsib ility 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.
Cultivate s and maintain s excellent communication and relationships with clients and insurance carriers
Interact s professionally and timely with clients via email, phone, and in-person
Develop s remarketing strateg ies in accordance with client servicing standards and market changes
Responsib ility 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.
Participate s in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
Assist s with the onboarding and training of new associates
Serve s as a subject matter expert and provide s technical expertise to staff
Participate s in cross-selling new or adding additional lines of coverage or services on existing accounts
Responsib ility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
Attend s 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 work independently regarding matters of significance
Ability to manage accounts with increased complexity
Ability to analyze insurance quotes and make recommendations
Ability to think strategically
Knowledge of policy forms and endorsements
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
Minimum 5 years of similar or related experience
Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license
COMPETENCIES & TRAITS:
Professionalism
Self-Direction
Manage Client Relationships
Problem Solving
The anticipated posting timeline for this opportunity is 7/21/2026-8/21/2026
#LI-JS1 Salary Range $60,000 — $80,000 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