IMA Financial Group, Inc. · 1 minute ago
Client Manager
New York, NY
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $80K/yr
0+ years expIMA Financial Group, Inc. is a recognized leader in the insurance industry, and they are seeking a Client Manager to support their Commercial Lines Service Teams. The role involves interacting with clients, assisting Account Managers, and managing workload with attention to detail.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Interact expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person
Ability to perform functions of the role within an IMA office
Monitor and prioritize workload, taking into consideration deadlines and special instructions with strong attention to detail
Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence
Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR’s, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, and Renewal Applications and Audits
Special projects as assigned
Qualification
Required
Strong computer proficiency required
Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
Attain and maintain professional designation or license
Limited travel required (less than 25%)
High School Diploma required
Preferred
Up to two years of similar or related experience preferred
Experience with Epic preferred
Bachelor's Degree preferred or equivalent experience
Benefits
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Health Club Reimbursement
Personal and Professional Development
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase