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Client Associate

4 weeks ago

Harrison, New York, United States IMA Financial Group Full time

Job Summary

We are seeking a highly motivated and detail-oriented Client Associate to join our team at IMA Financial Group. As a Client Associate, you will play a critical role in supporting our Client Managers and Client Executives in delivering exceptional service to our clients.

Key Responsibilities

  • Assist Client Managers and Client Executives in coordinating and providing IMA services to clients
  • Interact with clients via phone, email, and in-person to provide timely and expert support
  • Monitor and prioritize workload to meet deadlines and special instructions
  • Assist with tasks and activities assigned through Epic, including auto ID cards, claim reporting instructions, and premium & loss summary creation

Requirements

  • Up to six months of similar or related experience preferred
  • Strong computer proficiency required, with experience with MS Office Suite and Epic preferred
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • High School Diploma required, with Bachelor's Degree preferred or equivalent experience

Why IMA Financial Group?

We offer a dynamic and entrepreneurial work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional service to our clients, and we are seeking a motivated and detail-oriented individual to join our team.