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Client Manager

IMA Financial Group · Harrison
Full-timeCommercial LinesFinance & Insurance$38,000–$52,000/yr
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About the Client Manager role

Client Manager positions focus on delivering results in their domain. This page aggregates open Client Manager roles and what employers typically expect.

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. 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. REQUIRED EXPERIENCE AND SKILLS include but are not limited to: 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 This Job Description is not a complete statement of all duties and responsibilities comprising this position. Salary Range $64,539 — $96,809 USD Compensation & Benefits 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…

Salary estimate

$38,000 – $52,000/yr
Provided by the employer.

Skills for this role

ExcelSecurity

Resume tips for Client Manager applicants

Interview preparation

Prepare concrete STAR-format stories that show Client Manager outcomes you drove.

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Have thoughtful questions ready about the team, tools and success metrics.

About IMA Financial Group

IMA Financial Group is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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