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IMACC 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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