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ImafinancialgroupPersonal Lines

Private Client Advisor

Wichitaonsite$46K$420K

via Greenhouse

About this role

IMA Select is seeking a Private Client Advisor to join our team in Wichita, KS! This role is responsible for the for daily account servicing and client advisement needs, including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, and auto ID cards. A successful applicant must possess critical thinking and problem-solving skills, ability to work independently in a fast-paced environment, manage complex accounts, analyze insurance quotes and make recommendations, and have excellent written and oral communication and interpersonal skills…

Read the full description on Imafinancialgroup's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Wichita. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

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