Private Client Support Specialist

IMA Financial Group, Inc.; Wichita (KS); On-site; USD 50,000 - 70,000; 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. is seeking a dedicated team member to support service teams and assist with customer tasks in Wichita, Kansas. Strong reasoning skills and communication abilities are critical for success in this role.

The position comes with a diverse benefits package, including an annual performance bonus, stock purchase options, and comprehensive health plans. The ideal candidate should excel in prioritizing multiple tasks and have a commitment to project completion.

Qualifications

• Strong reasoning skills and the ability to analyze and interpret data.
• Excellent written and oral communication skills.
• Ability to handle and prioritize multiple tasks while meeting deadlines.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Assists with renewal process including preparation of pre-renewal summaries.
• Prepares and issues renewals and on-demand certificates of insurance.

Skills

Strong reasoning skills

Excellent written and oral communication

Attention to detail

Ability to prioritize multiple tasks

Strong computer proficiency

Job description

Essential Job Responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Supports service teams by assisting with tasks required to service customers
• Assists with renewal process including preparation of pre-renewal and annual comparison summaries
• Prepares and issues renewals and on-demand certificates of insurance
• Processes policies, endorsements, and audits
• Processes daily electronic policy and document download
• Pulls daily notifications from carrier websites
• Prepares paper documents to be scanned and files attachments within agency management system
• Issues auto ID cards
• Actively supports team by participating in miscellaneous projects

Required Experience and Skills

• Strong reasoning skills and the ability to analyze and interpret data
• Excellent written and oral communication skills with the ability to articulate complex issues in a clear and concise manner
• Strong attention to detail
• Ability to handle and prioritize multiple tasks while meeting deadlines
• Commitment to work through projects to completion
• Strong computer proficiency with Microsoft Offices products and other programs
• Willingness to take on additional responsibilities as needed

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.

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.