Client Associate

The IMA Financial Group Inc

Harrison, NY

JOB DETAILS
SKILLS
Billing, Computer Skills, Customer Relations, Detail Oriented, Diversity, Establish Priorities, High School Diploma, Institute of Management Accountants (IMA), Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Sales Management, Time Management, Willing to Travel
LOCATION
Harrison, NY
POSTED
30+ days ago

ESSENTIAL JOB RESPONSIBILITIESinclude but are not limited to: Supports and demonstrates IMA's core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associates.Essential job responsibility examplesInteract 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 AuditsSpecial projects as assigned.REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Up to six months of similar or related experience preferredStrong computer proficiency required.Experience with MS Office Suite required (specifically Outlook, Word, and Excel)Experience with Epic preferredAttain and maintain professional designation or licenseLimited travel required (less than 25%)High School Diploma requiredBachelor's Degree preferred or equivalent experienceThis Job Description is not a complete statement of all duties and responsibilities comprising this position.

About the Company

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The IMA Financial Group Inc