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IMA Financial Group, Inc. · 3 weeks ago

Client Manager

New York, NY

Full-time

Onsite

New Grad, Entry Level

$55K/yr - $80K/yr

0+ years exp

IMA 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

Growth Opportunities

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

MS Office SuiteComputer proficiencyEpicProfessional designation/licenseAttention to detail

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.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees