ApplyIMACC Advisor
Posted about 1 month agoViewed
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💎 Seniority level: Two plus years
📍 Location: US
💸 Salary: 52000 - 78000 USD per year
🔍 Industry: Commercial Insurance
🏢 Company: IMA Financial Group👥 1001-5000💰 Private about 4 years agoFinancial ServicesWealth ManagementRisk ManagementInsurance
🗣️ Languages: English
⏳ Experience: Two plus years
🪄 Skills: Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingDocumentationMicrosoft Office SuiteMS Office
Requirements:
- Two plus years’ experience in Commercial Insurance and understanding of General Liability, Umbrella, Workers Compensation and other business policies.
- Preferred bachelor’s degree.
- Acquire and obtain Property and Casualty license within first 30-90 days of hire unless already licensed.
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel).
- Expert verbal and written communication skills.
- Strong level of comfort with learning and utilizing computer software programs (MYCOI and TrustLayer).
- Limited travel required (less than 25%).
Responsibilities:
- Independently audit certificates of insurance and endorsements for completeness, accuracy, and conformance to client’s contract requirements.
- Provide detailed and accurate reviews under minimal guidance.
- Answer client inquiries about compliance matters with minimal guidance.
- Follow up with insurance agents to verify policy coverage and cancellations.
- Act as a liaison between agents and clients.
- Perform client account reviews and interact professionally with clients via email, phone, and in-person.
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