or apply directly on IMA Financial Group's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 29 days IMA Financial Group's roles stay open a median of 41 days
- Reposted
- No
- Salary listed
- No 1% of IMA Financial Group's roles list one
- Ghost-job risk at IMA Financial Group
- high 39 stale, 4 reposted of 88 open
- Hiring momentum
- 129 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from IMA Financial Group's own greenhouse board since 2026-08-03. Full hiring picture for IMA Financial Group.
About this role
As a Client Advisor, you will be responsible for guiding clients through the insurance process, including new business and renewals, while ensuring a seamless experience. Your role will involve coordinating documentation, reviewing policies for risk exposures, and identifying opportunities for expanding client relationships. You will also stay updated on industry trends and collaborate with colleagues to deliver exceptional client service.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of IMA Financial Group as an employer.
What you need
- Active North Carolina Insurance Agent License
- Previous experience as an Account Manager, Client Advisor, or a similar insurance service role
- High school diploma or equivalent required
- Strong communication, relationship-building, and customer service skills
- Ability to prioritize multiple tasks while delivering a high level of accuracy and responsiveness
Nice to have
- Associate's or Bachelor's degree
- Commercial insurance experience
- Industry designations
What you get
- Annual Performance Bonus
- Stock Purchase
- Medical Plans
- Prescription Drugs
- Dental
- Vision
Worth weighing
- No salary listed
- Role involves significant client interaction and relationship management
- Requires maintaining an active insurance license
Summarised from IMA Financial Group's posting. Read the full original.
Listed by IMA Financial Group on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at IMA Financial Group
- Senior Account Executive - Complex RiskDallas, TX
- Client Service Rep-Personal LinesSt. Petersburg, FL
- Account Executive (Commercial Lines)Overland Park, KS
- Associate Client Manager (Construction)Anaheim, CA; Pasadena, CA
- Account ManagerDenver, CO
- Vendor Payables SpecialistWichita, KS
- AI Enablement AnalystDenver, CO
- Commercial Account Executive (Real Estate)Bellevue, WA; Tacoma, WA