Private Client Claim Manager

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Flexible Work Options

Job summary

IMA Financial Group, Inc. in Dallas, Texas is seeking a leader for Personal Lines Claims. This role includes managing claim resolutions and team oversight while ensuring adherence to company values. The ideal candidate will have 5-10 years of Claim experience and strong leadership skills. Benefits include an annual performance bonus, medical, dental, and vision plans, among others. Join a company that prioritizes diversity, equity, and inclusion, while advancing your career in a supportive environment.

Qualifications

• 5-10 years of experience in Personal Lines Claim required.
• 3+ years of supervisory experience is necessary.
• Exceptional technical knowledge of coverage and claims handling is essential.

Responsibilities

• Support and demonstrate IMA’s core values.
• Manage associates including performance review and hiring.
• Facilitate effective claim resolution strategies for clients.

Skills

Personal Lines Claim experience

Supervisory experience

Communication skills

Negotiation skills

Mathematical and reasoning skills

Education

Bachelor's degree or equivalent work experience

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

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


• Collaborates effectively with service teams to develop and maintain Claim service standards for clients


• Maintains a proactive approach focusing on claim resolutions and strategies for assigned matters


• Advocates for the timely, optimal resolution of claim matters for our clients


• Communicates pertinent claim information timely to internal and external clients


• Maintains strong relationships with internal and external clients


• Subject matter expertise in Personal lines of coverage (e.g. Personal Auto, Homeowners)


• Communicates effectively with other departments and peers to support initiatives across the enterprise


• Provides direction and oversight to Claim Advocates in the management and advocacy of claims on behalf of clients


• Responsibility for the management of associates including performance review, hiring and placement, resolving customer complaints, and salary and budget planning


• Encourages development opportunities for staff by setting performance goals that align with organizational goals and providing performance feedback


• Reviews and assigns matter advocacy and accounts to appropriate staff to ensure balanced workloads and optimal outcomes


• Leads and contributes to Claim Projects, and other tasks as assigned


• Demonstrates superior technical insurance and business acumen


• Demonstrates exceptional leadership characteristics


• Attends insurance related seminars including but not limited to continuing education classes

REQUIRED EXPERIENCE AND SKILLS

include but are not limited to:

• 5-10 years of prior Personal Lines Claim experience


• 3+ years of prior supervisory or leadership experience


• Bachelor’s degree or work experience equivalent to a college degree


• Experience with MS Office products (specifically PowerPoint, Outlook, Word, and Excel)


• Exceptional technical skill and knowledge of coverage and claims handling


• Excellent communication and negotiation skills


• Required: strong mathematical and reasoning skills


• Ability to discuss and solve claim problems with clients and insurance carriers

Benefits and Rewards

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

• 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


• 2021-2023 Inc. 5000’s List of Fastest Growing Companies


• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies


• 2022-2023 Kansas City Business Journal’s Best Places to Work


• 2021-2023 Charlotte Business Journal’s Best Places to Work


• 2021-2023 Los Angeles Business Journal’s Best Places to Work


• 2021-2023 The Salt Lake City Tribune Top Work Places


• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces


• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category


• 2021 Dallas Business Journal’s Best Places to Work


• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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.