Client Associate

IMA Financial Group, Inc.; Town/Village of Harrison (NY); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. is seeking an Associate to support Client Managers and Client Executives in coordinating and delivering services to clients. The role sits at the hub of multiple functions and offers growth opportunities within a fast-growing team.

You will interact with Personal Lines Service Teams via AMS, email, phone, and in-person, with a requirement to be in-office 50%+ of the time. A Bachelor’s degree is preferred, and a professional designation is encouraged.

Qualifications

• Up to six months of similar or related experience preferred.
• Strong computer proficiency required.
• Experience with MS Office Suite (Outlook, Word, Excel) required.
• 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.

Responsibilities

• Interact expertly and timely in support of Personal Lines Service Teams via AMS, email, phone, and in-person.
• Ability to perform functions of the role within an IMA office 50% or more of the time.
• Monitor and prioritize workload, taking deadlines and special instructions into account with strong attention to detail.
• Assist Account Managers by completing tasks linked to client-facing work products in the Center of Excellence.

Skills

Strong computer proficiency

Education

High School Diploma

Bachelor’s Degree preferred or equivalent experience

Tools

MS Office Suite (Outlook, Word, Excel)

Epic

Job description

As an Associate, you will actively participate in a team assisting the Client Managers and Client Executives in coordinating and providing IMA services to our clients. This role is part of one of the fastest growing and most dynamic teams at IMA. Because it operates at the hub of a variety of functions within the company, the Associate role is an ideal place to start as an IMA Associate, learn the ropes, and decide how you want your career to grow!

• Interact expertly and timely in support of Personal Lines Service Teams via AMS, email, phone, and in-person.
• Ability to perform functions of the role within an IMA office 50% or more of the time.
• 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.

You Should Have

• Up to six months 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

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Salary Range

$50,000—$55,000 USD

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. 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:

• 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
• Well-Being Stipend
• Personal and Professional Development

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

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? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.