Private Client Advisor Team Leader

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Responsibility for day-to-day supervising of Private Client Service Teams including client issues and problem solving, providing guidance regarding renewal strategies and client retention, carrier issues, PTO approval, performance reviews and timecards Provides direction and oversight to ensure compliance with workflow and exceptional customer service standards Works closely with Market Manager to help foster a spirit of teamwork between Producers, Client Advisors, and Placement Teams to drive results, support strategic initiatives, and meet new business and retention goals…