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Client Support Specialist

3 months ago

Portland, United States IMA Financial Group Full time

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Supports service teams by assisting with tasks required to service customers
  • Assists with renewal process including preparation of pre-renewal and annual comparison summaries
  • Prepares and issues renewal and on-demand certificates of insurance
  • Processes policies, endorsements, and audits
  • Processes daily electronic policy and document download
  • Pulls daily notifications from carrier websites
  • Prepares paper documents to be scanned and files attachments within agency management system
  • Issues auto ID cards
  • Actively supports team by participating in miscellaneous projects
  • Assists with the onboarding and training of new associates
  • Provides guidance and ongoing training to other Support Specialists as needed

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

  • Strong reasoning skills and the ability to analyze and interpret data
  • Excellent written and oral communication skills with the ability to articulate complex issues in a clear and concise manner
  • Strong attention to detail
  • Ability to handle and prioritize multiple tasks while meeting deadlines
  • Commitment to work through projects to completion
  • Strong computer proficiency with Microsoft Offices products and other programs
  • Willingness to take on additional responsibilities as needed
  • Ability to work independently regarding matters of significance
  • Two years of similar or related experience preferred
  • Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license

COMPETENCIES & TRAITS:

  • Professionalism
  • Agility/Flexibility
  • Self-Direction
  • Problem Solving
  • Communicating

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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of 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

  • 2020-2023Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut TopWork Places
  • 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 Charlotte 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 TopWork 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-largecategory
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.