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
• Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Acts as a floater and shared resource for the Commercial Lines team by providing coverage support during onboarding, staffing transitions, peak renewal periods, and planned or unplanned absences.
  • Supports new client onboarding across the team, including, managing the BOR process with coordination with the sales team, gathering exposure information, applications, coordinating with internal/external partners, and ensuring smooth handoff into ongoing service team.
• Anticipates issues or coverage needs through proactive client, carrier, and industry monitoring, escalating concerns as appropriate
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

Required Experience and Skills include but are not limited to:

• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (up to 20% depending on book of business & industry)
• Strong communication skills both written and verbal

#LI-JS1

Join Our Team of Elite In-Home Personal Trainers – Empower Lives Through Fitness!
Are you a certified personal trainer passionate about making a real impact? At Svetness, we bring clients to you—so you can focus on what you do best: helping people achieve their fitness goals.

Why Train with Svetness?

✅ Flexible Scheduling – Set your own hours and choose the clients you want to work with.
✅ No Non-Compete – Train where and when you want; your career, your choice.
✅ Competitive Pay – Earn $35 to $45 per hour based on experience and client retention.
✅ Bonuses & Rewards – Get retention bonuses, plus client and trainer referral incentives.
✅ Liability Insurance – You're covered under our General Liability policy for peace of mind.
✅ Dedicated Support Team – Our concierge team handles scheduling and client requests so you can focus on training.
✅ Ongoing Education – Access free webinars, resources, and manager support to enhance your expertise.
✅ Exclusive Discounts – Enjoy 30% off fitness equipment, plus perks on meal prep, supplements, and more.
✅ No Sales Required – We provide a steady stream of clients—no need for marketing.
✅ Svetness App – Manage scheduling, track progress, and log sessions seamlessly.

What You’ll Do

As a Certified Personal Trainer, you’ll provide personalized, one-on-one and couples' fitness coaching in clients' homes, apartment gyms, or outdoor locations.

🔹 Design tailored workout programs based on client goals and assessments
🔹 Demonstrate exercises and ensure proper form, adjusting as needed
🔹 Track progress using the Svetness Fitness App, including session notes and reassessments
🔹 Maintain consistency with client appointments and scheduling
🔹 Travel to client locations (up to 45 minutes commute)

What We’re Looking For

✔ Certified Personal Trainer – Accredited by NCCA, DEAC, or NBFE
✔ CPR/AED Certified – Up-to-date certification required
✔ Experience – 1-3 years of personal training experience preferred
✔ Strong Communication Skills – Verbal, written, and technical
✔ Basic Nutrition Knowledge – Ability to guide clients on healthy habits
✔ Fitness Expertise – Comfortable with various training methods and equipment
✔ Physical Capability – Able to lift/push/pull up to 50 lbs.
✔ Personal Training Equipment – Ability to bring basic training tools as needed
✔ Reliable Transportation – Must be able to travel to client locations

Join Our Team of Elite In-Home Personal Trainers - Empower Lives through Fitness!

BENEFITS/PERKS

• Work-life balance: Design your own schedule and choose the clients you prefer to work with.
• Freedom to succeed: No non-compete agreements, giving you the flexibility to work where and when you want.
• Competitive rates: Earn $25 to $45 per hour, rewarding your skills and dedication.
• Bonuses and rewards: Enjoy retention bonuses, client referral bonuses, and trainer referral bonuses.
• Liability insurance: Your safety and peace of mind are our priority, with comprehensive coverage through the Svetness General Liability policy.
• Customer support team: Focus 100% on your clients' goals while our dedicated concierge handles client requests and scheduling changes.
• Education and growth: Access free ongoing education resources, including live education webinars, and receive ongoing manager support to elevate your expertise.
• Fitness equipment discounts: Enjoy a 30% discount on fitness equipment to enhance your training programs.
• Partner programs: Access to discounts to your favorite lifestyle brands (Meal Prep, Supplements, etc)
• Warm client base: We bring clients directly to you, eliminating the need for selling or marketing efforts.
• Svetness App: Utilize our free app to easily track client progress, manage communications, and enter measurements seamlessly.

RESPONSIBILITIES

The Certified Personal Trainer will be responsible for providing one-on-one and couples personalized fitness instruction in person to clients at their home, apartment gym or outside while encouraging them to reach their fitness goals. Responsibilities are as follows:

• Customize client workout programs developed from the Initial Assessment
• Utilize the Svetness Fitness App for all client sessions, including programming & session notes
• Demonstrate each exercise and ensure client is performing correctly with or without modifications
• Conduct client Reassessments every 4-6 weeks
• Maintain client session appointments through Svetness scheduling software
• Able to provide a flexible schedule to accommodate client appointments
• Able to commute to and from client sessions up to 45 minutes

QUALIFICATIONS

• Certified Personal Trainer: Accredited by NCCA, DEAC, or NBFE.
• CPR/AED Certification: Ensure clients' safety with up-to-date CPR/AED training.
• Education and experience: High school diploma or GED equivalent and 1-3 years of personal training experience.
• Strong communication skills: Effectively communicate verbally, in writing, and technically.
• Knowledgeable in nutrition: Possess a basic understanding of nutrition and healthy living practices.
• Fitness expertise: Familiarity with a variety of exercise equipment and personal training methods.
• Physical ability: Capable of lifting, pushing, pulling up to 50 lbs. and performing athletic calisthenics duties.
• Requirements for this position include the possession of personal basic training equipment to effectively assist clients in achieving their goals. It is important to note that clients may not always have access to the necessary equipment.
• Reliable form of transportation