greenhouse
Client Associate
IMA Financial Group
Harrison, USA
Full-time
Entry · 0+ years experience
Hybrid
USD 50000-55000 yearly / year
Discovered 6 days ago
EpicAMS
Free
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What You'll Do
As an Associate, you will actively participate in a team assisting the Client Managers and Client Executives in coordinating and providing IMA services to our clients. This role is part of one of the fastest growing and most dynamic teams at IMA. Because it operates at the hub of a variety of functions within the company, the Associate role is an ideal place to start as an IMA Associate, learn the ropes, and decide how you want your career to grow!
Interact expertly and timely in support of Personal Lines Service Teams via AMS, email, phone, and in-person. Ability to perform functions of the role within an IMA office 50% or more of the time. 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.
Interact expertly and timely in support of Personal Lines Service Teams via AMS, email, phone, and in-person.
Ability to perform functions of the role within an IMA office 50% or more of the time.
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
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
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