Senior Client Advisor (Producer)

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

motivated individual with property and casualty background who is looking to become an integral team member

of a firm that earned the Risk and Insurance Management Society's national quality award.

This is a third-generation family-owned agency that services the property and casualty needs of approximately

90 commercial, industrial and institutional clients with combined annual premiums in excess of $40,000,000.

The Senior Client Advisor, with the assistance of leadership and a qualified team of associates, will build a client

list and establish enduring, long-term relationships with clients.  This individual must be able to:

• Identify the client/prospect exposure to loss and the means to address them, predominantly through insurance risk transfer;

• Develop a marketing plan that includes creation of insurance specifications, time lines and complete market selection;

• Negotiate with underwriters on behalf of our client/prospect to develop the best program;

• Create an insurance proposal to compare competitive insurance program options for our client/prospect;

• Monitor the risk transfer process from quote to renewal, including policy issuance reviews, service delivery, etc. for accuracy and timeliness;

• Accurately complete the renewal information request;

• Develop relationships with underwriters and other service providers;

• Keep abreast of the changing market conditions and innovations;

• Develop and maintain client service plans;

• Manage midterm changes and requests;

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

• Identify new business opportunities.

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

insurance professionals.

Requirements:  Property and Casualty insurance license required.  The applicant must also:

• 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 maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service;

• Demonstrate a sense of urgency and be able to work in collaborative, team-oriented manner, fostering empowerment and ownership for service quality;

• Be detail oriented with the ability to carry a project to completion;

• Be a self-starting, organized hard worker, who can drive the process and make it happen;

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

There is a non competitive internal culture;  you really become part of a professional team of associates at

Insurance Management.

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

Client Advisor

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

motivated individual with property and casualty background who is looking to become an integral team member

of a firm that earned the Risk and Insurance Management Society's national quality award.

This is a third-generation family-owned agency that services the property and casualty needs of approximately

90 commercial, industrial and institutional clients with combined annual premiums in excess of $40,000,000.

No selling involved.

The Client Advisor would assist Senior Client Advisors in:

• The quote-to-renewal process;

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

• Creating insurance proposals for client/prospects;

• Comparing competitive insurance program options;

• Monitoring policy issuance reviews;

• Promptly and accurately responding to the clients requests;

• Following through to ensure the client received accurate helpful responses.

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

Requirements:  Property and Casualty insurance license required.  The applicant must also:

• Have advanced 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 customer service and the ability to carry a project to completion;

• Demonstrate a sense of urgency;

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

There is a non competitive internal culture;  you really become part of a professional team of associates at Insurance Management.

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

Client Service Representative

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

motivated individual with property and casualty background who is looking to become an integral team member

of a firm that earned the Risk and Insurance Management Society's national quality award.

This is a third-generation family-owned agency that services the property and casualty needs of approximately

90 commercial, industrial and institutional clients with combined annual premiums in excess of $40,000,000.

No selling involved.

The Client Service Representative would assist the Client Advisors and Senior Client Advisors in:

• New and renewal business;

• Service and delivery for accuracy and timeliness;

• Promptly and accurately responding to the clients requests;

• Following through to ensure the client received accurate helpful responses;

• Processing endorsements, certificates of insurance, auto id cards, evidence of property.

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

Requirements:  Property & Casualty license is required or the ability to secure a license 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 customer service and the ability to carry a project to completion;

• Demonstrate a sense of urgency;

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

There is a non competitive internal culture;  you really become part of a professional team of associates at

Insurance Management.

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