Client Advisor
IMA Financial Group is hiring for Client Advisor in Charlotte, NC. Mid level. First seen August 19, 2026; open as of November 10, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- IMA Financial Group
- Where
- Charlotte, NC
- Level
- Mid
- First seen
- August 19, 2026
- Listed via
- Greenhouse
What the posting says
As a Client Advisor, you will play a key role in delivering an exceptional service experience to both current and prospective business risk clients. This position offers the opportunity to become a trusted advisor, strengthen client partnerships, identify growth opportunities, and make a meaningful impact on client success. Essential Responsibilities Guide clients through the new business and renewal process, coordinating with carriers and customers to ensure a seamless and timely experience. Coordinate the issuance of binders, certificates, policies, endorsements, and related documentation…
Read more and apply on IMA Financial Group's site
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