Client Associate

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.

Join our dynamic team at dev2 as a Replenishment and Receiving Associate, where you will play a pivotal role in maintaining inventory levels and managing the receipt of goods. In this role, you will ensure that products are accurately stocked and readily available for our customers, contributing to a seamless shopping experience.Key responsibilities include monitoring inventory levels, assisting with the receiving process, and collaborating with team members to optimize product placement. Your attention to detail and organizational skills will be essential in supporting our operational success.

Key Responsibilities:Embrace and exemplify IMA’s core values.Uphold the significance of diversity, equity, and inclusion within the IMA team.Provide timely support to Commercial Lines Service Teams through AMS, email, phone, and face-to-face interactions.Execute role functions effectively within an IMA office environment.Manage and prioritize tasks with a keen focus on deadlines and specific instructions, ensuring meticulous attention to detail.Assist Account Managers by completing tasks and activities through Epic, directly associated with client-facing work products in the Center of Excellence.Handle tasks such as Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation, Endorsement Processing, Experience Mod Ordering, Renewal Invoicing, and more.Undertake special projects as assigned.

Join Our Team as a Client Executive!At imafinancialgroup, we are dedicated to providing exceptional financial solutions tailored to our clients' needs. As a Client Executive, you will engage with clients to understand their financial goals and deliver personalized strategies to help them succeed.Your Responsibilities:Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.Analyze clients' financial situations and provide tailored solutions to meet their needs.Collaborate with internal teams to develop comprehensive financial plans.Stay updated on industry trends and regulations to offer clients the best advice.Actively seek out new business opportunities and expand your client base.

Join our dynamic team at The White Label Firm as a Sales Associate! We are looking for enthusiastic individuals with a passion for retail and customer service. As a Sales Associate, you will play a key role in providing exceptional service to our customers, guiding them in their shopping experience, and driving sales.