Client Analyst

You’ll Do

• Client data entry into agency management system for updated applications.
• Use of Indio for renewal process and other processes.
• Issue or oversee the issuance of certificates of insurance and the renewal process.
• Issue evidence of property insurance, automobile ID cards, and order change requests.
• Upload Insured’s Policies into EPIC, Passport and arrange for mailing if applicable (requested by client).
• Per Client Manager instructions, transmittal memos, request loss runs, order WC. claim status, and request experience modification worksheet.
• Update proposal drafts where assistance is needed by CM.
• Follow up on cancellation and reinstatement notices.
• Update suspense and follow-up on Activities for second request if needed.
• Attach e-mails to Epic.
• Check and process endorsements and audits.
• Invoice endorsements, audits, and other items as instructed.
• Process routine mail as instructed.
• Handle routine phone calls.
• Back up telephones when Client Manager is unavailable.
• Special projects, word Processing and excel as instructed.
• Policy pre-checking.
• Online rating and premium finance agreements.

You Should Have

• College degree preferred.
• Ability to be hybrid out of Pasadena office.
• Minimum 1 year office or administrative experience and/or training required.
• Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment.
• Demonstrates excellent time management and organization skills.
• Dependable, self-motivated, and willing to gain insurance knowledge.

Compensation & 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
• Well-Being Stipend
• Personal and Professional Development

Why Join IMA?

• 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 provide support systems and resources that enable each of our associates to focus on what they do best.
• 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.