Client Associate

Responsibilities

• Support Commercial Lines Service Teams via AMS, email, phone, and in-person interactions
• Monitor and prioritize workload to meet deadlines with high attention to detail
• Assist Account Managers with client-facing tasks including Auto ID Cards, claim reporting, and endorsement processing
• Manage documentation such as premium and loss summaries, invoicing, and renewal applications
• Perform policy quick checks and upload/build folders in the client-facing portal
• Execute special projects as assigned by leadership

Requirements

• High School Diploma required (Bachelor’s Degree preferred)
• Proficiency in MS Office Suite (specifically Outlook, Word, and Excel)
• Ability to work onsite in the Harrison office
• Strong computer proficiency and attention to detail
• Ability to attain and maintain professional designations or licenses
• Up to six months of related experience preferred; experience with Epic is a plus

Benefits

• Annual Performance Bonus and Stock Purchase options
• Comprehensive medical, dental, and vision plans
• 401(k) and various insurance coverages (Life/AD&D, Disability, etc.)
• Paid Time Off, Paid Holidays, and Sabbatical opportunities
• Well-being stipend and professional development support

About the Company

IMA Financial Group is an entrepreneurial, expanding insurance brokerage that operates under a unique employee-ownership model. We are recognized nationally as a leader in our industry, focusing on teamwork and providing robust support systems to help our associates succeed.