Client Manager, Commercial Lines (York International) - IMA Financial Group, Inc.

What You’ll Do

• Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant
• Effectively work within EPIC, our agency management system
• Responsible for client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews
• Maintain working relationship with claims to coordinate and review claims and analyze trends
• Follow department quality and work product guidelines
• Responsible for daily coordination of the work assignments within the support team
• Act as the liaison with Accounting and the Client on invoicing and payment issues

You Should Have:

• Strong understanding of all P&C lines of coverage
• 3 + years experience in a similar role
• Comfortable with small to mid-size accounts
• NYC Real Estate experience is preferred but not required
• Experience with Agency Management systems (EPIC experience preferred)
• Preferred: Relationships with underwriters and wholesalers
• Preferred: Knowledge of Microsoft Word and responsibility for preparing proposals
• Preferred: Knowledge of Microsoft Excel and ability to utilize spreadsheets for client and underwriter analysis
• Preferred: Commitment to keeping current of news and changes relating to the Real Estate and Insurance markets and constant pursuit of professional education

 

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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, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, and Personal and Professional Development.  In addition to our robust benefits package, the hiring range for this position is $80,000 - $120,000.  While this is the targeted range, final offer amounts will depend on a variety factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.  

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

 

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. And 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.

• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
• 2021 Wichita Business Journal’s Fastest Growing Companies List