Client Advisor

imafinancialgroup· Commercial Lines
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📍 Charlotte, NC

About this role

Are you passionate about building relationships, solving problems, and helping clients protect what matters most? As a Client Advisor, you will play a key role in delivering an exceptional service experience to both current and prospective business risk clients. This position offers the opportunity to become a trusted advisor, strengthen client partnerships, identify growth opportunities, and make a meaningful impact on client success.

Essential Responsibilities

  • Guide clients through the new business and renewal process, coordinating with carriers and customers to ensure a seamless and timely experience.
  • Coordinate the issuance of binders, certificates, policies, endorsements, and related documentation while partnering with internal processing teams to resolve any discrepancies.
  • Review renewal policies to identify risk exposures and educate clients on coverage options, exclusions, and potential gaps, helping them make informed insurance decisions.
  • Identify opportunities to expand client relationships through additional lines of business and referral generation.
  • Prepare submissions and market accounts with core carrier partners whenever possible.
  • Review policy audits for accuracy and collaborate with clients and carriers to resolve issues.
  • Support carrier requests, including non-renewals, statements of value, and loss control recommendations.
  • Develop and present insurance summaries, schedules, and proposals.
  • Assist clients with policy cancellations and accounts receivable concerns.
  • Stay current on industry trends, products, legislation, technology, and coverage developments through ongoing professional education and carrier meetings.
  • Collaborate with colleagues across IMA to support shared business goals and deliver outstanding client service.
  • Demonstrate and champion IMA's Core Values in every interaction.
  • Support additional projects and responsibilities as assigned by leadership.

What We're Looking For

  • Active North Carolina Insurance Agent License, with the ability to maintain licensing requirements.
  • Previous experience as an Account Manager, Client Advisor, or a similar insurance service role.
  • High school diploma or equivalent required.
  • Associate's or Bachelor's degree, commercial insurance experience, and/or industry designations preferred.
  • Strong communication, relationship-building, and customer service skills.
  • Ability to prioritize multiple tasks while delivering a high level of accuracy and responsiveness.

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 relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 
  • 2023 Inc. Magazine’s Best Workplaces 
  • 2023 Denver Business Journal’s Best Places to Work 
  • 2022-2023 Connecticut Top Work Places  
  • 2021-2023 Inc. 5000’s List of Fastest Growing Companies  
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 
  • 2022-2023 Kansas City Business Journal’s Best Places to Work 
  • 2021-2023 Charlotte Business Journal’s Best Places to Work  
  • 2021-2023 Los Angeles Business Journal’s Best Places to Work 
  • 2021-2023 The Salt Lake City Tribune Top Work Places 
  • 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 
  • 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 
  • 2021 Dallas Business Journal’s Best Places to Work 
  • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 

 

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

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.  

 

Frequently Asked Questions

Is the salary disclosed for the Client Advisor position at imafinancialgroup?
The salary for this Client Advisor role at imafinancialgroup is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Advisor position at imafinancialgroup located?
This Client Advisor role at imafinancialgroup is based in Charlotte, NC. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Client Advisor at imafinancialgroup belong to?
This Client Advisor position is part of the Commercial Lines department at imafinancialgroup. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Advisor position at imafinancialgroup?
Click the "Apply Now" button on this page. You will be redirected to imafinancialgroup's official application portal hosted on greenhouse where you can submit your application directly.
When was the Client Advisor job at imafinancialgroup posted?
This Client Advisor position at imafinancialgroup was posted on Aug 18, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Advisor
imafinancialgroup
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