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IMA Financial Group, Inc.

Client Manager

IMA Financial Group, Inc., New York, New York, us, 10261

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Be among the first 25 applicants.

Responsibilities

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

Essential job responsibility examples

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.

Qualifications

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

Salary Range: $55,000 USD - $80,000 USD

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

These benefits do not apply to internship roles.

Why Join IMA? 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’ve built a reputation for putting our associates first We work in teams. We sell in teams. We win and prosper as a team.

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

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.

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