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