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Client Associate

On-site Full-time $50K/yr - $55K/yr

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Experience Level

Entry Level

Qualifications

Required Experience and Skills:Preferred experience of up to six months in a similar or related role. Proficient in computer skills is essential. Experience with the MS Office Suite, particularly Outlook, Word, and Excel, is required. Familiarity with Epic is a plus. Must obtain and maintain professional designations or licenses as required. Willingness to travel occasionally (less than 25%). A High School Diploma is required; a Bachelor's Degree or equivalent experience is preferred.

About the job

Key Responsibilities:

  • Embrace and exemplify the core values of IMA.
  • Appreciate and foster diversity, equity, and inclusion within the IMA team.
  • Provide expert and timely support to Commercial Lines Service Teams through various communication channels including AMS, email, and phone.
  • Efficiently manage workload while adhering to deadlines and special instructions, demonstrating meticulous attention to detail.
  • Assist Account Managers by executing tasks assigned through Epic related to client-facing deliverables in the Center of Excellence.
  • Responsibilities include, but are not limited to: processing Auto ID Cards, handling Claim Reporting Instructions, creating and inputting Premium & Loss Summary, processing endorsements and invoices, managing Experience Mod Ordering and E-filing, preparing renewal invoices, obtaining MVRs, ordering Loss Runs, uploading files to client-facing portals, conducting policy quick checks, compiling individual loss run data, and preparing renewal applications and audits.
  • Participate in special projects as directed.

About IMA Financial Group

IMA Financial Group is a dynamic financial services firm committed to delivering innovative solutions and unparalleled service. Our team thrives on collaboration and inclusion, fostering an environment that values diverse perspectives and experiences.

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