Client Manager

Essential Job Responsibilities

• Supports and demonstrates IMA’s core values.
• Understands and values the importance of diversity, equity, and inclusion among all IMA associates.
• Interacts expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person.
• Performs functions of the role within an IMA office.
• Maintains and prioritizes workload, considering deadlines and special instructions with strong attention to detail.
• Aids Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence.
• Handles 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.
• Assists with special projects as assigned.

Required Experience and Skills

• 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.

Compensation & Benefits

Salary Range: $64,539 USD - $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.

About the Role

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.