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Senior Client Advisor

Description  Commercial Property and Casualty Insurance Agent/Broker looking for detail-oriented,

motivated individual with property and casualty insurance knowledge who desires to become an integral team member

of a firm that earned the Risk and Insurance Management Society's National Quality Award.

 

Insurance Management Company is a third-generation family-owned insurance agency that services the property and casualty insurance needs of approximately 110 commercial, industrial and institutional clients with combined annual insurance premiums in excess of $38,000,000.

 

A Senior Client Advisor, with the assistance of a qualified team of associates, will build long-term relationships.  With the cooperation of the client/prospect this individual should  be able to:

  • Recognize exposure to major types of loss and know various means to treat potential losses, predominantly through insurance risk transfer, risk reduction and risk avoidance;

  • Develop marketing plans that includes insurance specifications, time lines and interested insurers, and service providers;

  • Negotiate with underwriters on behalf of the client/prospective client to develop reasonable insurance and risk management programs;

  • Prepare an insurance proposal to compare competitive insurance program options;

  • Monitor a risk transfer process from quote to renewal, including policy issuance review and service delivery;

  • Work accurately towards the development of insurance application data;

  • Develop relationships with underwriters and other service providers;

  • Be familiar with ever changing market conditions and innovations;

  • Develop and maintain client service plans;

  • Manage midterm changes and requests;

  • Delegate and follow through to ensure that the client receives timely, accurate, helpful responses and services;

  • Identify new opportunities for business growth;

  • Continually improve confidential internally promulgated processes, flow charts and check lists leading to Service Beyond Expectations.

This is an opportunity for the right person to become an integral member of a highly qualified team of

insurance and risk management advisors.

 

Requirements Property and Casualty insurance licenses.  The applicant must also:

  • Be able to conveniently travel;

  • Have an advanced level of skill in Microsoft Excel® ; 

  • Be able to connect with an audience and speak persuasively and succinctly;

  • Demonstrate good listening and communication skills;

  • Be able to evaluate and prioritize multiple projects/tasks;

  • Be able to efficiently maximize the number of internal/external customers and clients that can be assisted while maintaining Service Beyond Expectations;

  • Demonstrate a sense of urgency while working in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality;

  • Be a self-starting, organized worker, who can lead a process that results in client satisfaction;

  • Be able to work in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality beyond expectations;

  • Grow professionally earning/maintaining approved advanced learning accreditations/designations.

All within a non competitive internal culture. The individual becomes a part of a professional team of associates at

Insurance Management Company.

 

Contact:  John C. Bloomstine, CPCU, ARM at john.bloomstine@imcerie.com


 

Client Advisor

Description Commercial Property and Casualty Insurance Agent/Broker looking for detail-oriented,

motivated individual with property and casualty insurance knowledge who desires to become an integral team member

of a firm that earned the Risk and Insurance Management Society's National Quality Award.

 

Insurance Management Company is a third-generation family-owned insurance agency that services the property and casualty insurance needs of approximately 110 commercial, industrial and institutional clients with combined annual insurance premiums in excess of $38,000,000.

 

No selling involved.

 

The Client Advisor assists internal/external clients and customers and the Senior Client Advisors in:

  • The quote-to-renewal process;

  • Completing promptly and accurately, the renewal/new business information requirements;

  • Preparing  insurance proposals for clients/prospective clients;

  • Comparing competitive insurance program options;

  • Processing the insurance policy development reviews;

  • Promptly and accurately responding to internal and external customers and clients requests;

  • Successfully developing and following processes to ensure that the internal and external customers and clients receive accurate helpful information/responses.

  • Continually improving confidential Insurance Management Company internally promulgated processes, flow charts and checklists leading to Service Beyond Expectations.

This is an opportunity for the right person to become an integral member of a highly qualified team of insurance and risk management advisors.

 

Requirements:  The character and ability to obtain and maintain Property and Casualty insurance licenses.  The applicant must also:

  • Have an advanced level of skill in Microsoft Excel®;

  • Demonstrate good listening and communication skills;

  • Be detailed oriented;

  • Be able to evaluate and prioritize multiple projects/tasks while maintaining a high level of internal and external customer and client service and the ability to carry a project to successful completion;

  • Be able to successfully manage urgent matters;

  • Be able to work in a collaborative, team-oriented manner, fostering empowerment and ownership for Service Beyond Expectations;

  • Grow professionally, earning/maintaining approved advanced learning accreditations/designations.

All within a non competitive internal culture.  The individual becomes a part of a professional team of associates at Insurance Management Company.

 

Contact: John C. Bloomstine, CPCU, ARM at john.bloomstine@imcerie.com


 

Client Service Representative

Description Commercial Property and Casualty Insurance Agent/Broker looking for detail-oriented,

motivated individual with property and casualty insurance knowledge who desires to become an integral team member

of a firm that earned the Risk and Insurance Management Society's National Quality Award.

 

Insurance Management Company is a third-generation family-owned insurance agency that services the property and casualty insurance needs of approximately 110 commercial, industrial and institutional clients with combined annual premiums in excess of $38,000,000.

 

No selling involved.

 

The Client Service Representative assists internal/external clients and customers, Client Advisors and Senior Client Advisors in:

  • New and renewal business processes;

  • Service and delivery processes involving accuracy and timeliness,  leading to client service beyond expectations;

  • Promptly and accurately responding to the internal/external clients and customers requests;

  • Following processes to ensure that the internal and external customer and client receives accurate helpful information/responses;

  • Continually improving confidential Insurance Management Company internally promulgated processes including but not limited to communications, endorsements, certificates of insurance, auto ID cards, evidence of property insurance leading to Service Beyond Expectations.

This is an opportunity for the right person to become an integral member of a highly qualified team of insurance and risk management advisors.

 

Requirements:  The character and ability to obtain and maintain Property & Casualty insurance licenses in a timely manner.

 The applicant must also:

  • Have an intermediate level of skill in Microsoft Excel®;

  • Demonstrate good listening and communication skills;

  • Be detail oriented;

  • Be able to evaluate and prioritize multiple projects/tasks while maintaining a high level of internal/external client and customer service and the ability to carry a project to a successful completion;

  • Be able to successfully manage urgent matters;

  • Be able to work in a collaborative, team-oriented manner, fostering empowerment and ownership for Service Beyond Expectations;

  • Grow professionally earning/maintaining approved advanced learning accreditations/designations.

All within a non competitive internal culture.   The individual becomes a part of a professional team of associates at

Insurance Management Company.

 

Contact:  Beth A. Dubik, at beth.dubik@imcerie.com

 

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