IMA Financial Group

Client Manager

Harrison, NY; New York City, NY

Sponsorship not specified$65k-$97kDetected 110 days ago

ExcelEpicMicrosoft Office

About the role

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
It's this unique ownership business model that makes working at IMA so appealing.
Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.

Supports and demonstrates IMA's core values
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.
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

Up to two years of similar or related experience preferred
Strong computer proficiency required.
Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
Experience with Epic preferred
Attain and maintain professional designation or license
Limited travel required (less than 25%)
High School Diploma required
Bachelor's Degree preferred or equivalent experience
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut Top Work Places

$64,539 - $96,809 USD
Compensation & Benefits
Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
This role is eligible for the following:
We've built a reputation for putting our associates first
It's this unique ownership business model that makes working at IMA so appealing.

Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Being a part of IMA has its benefits.
When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.
These benefits do not apply to internship roles.
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership?

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.