Insurance Associate

2 weeks ago


New York, New York, United States IMA Financial Group Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Associate to join our team at IMA Financial Group. This is an exciting opportunity for someone looking to start their career in the insurance industry.

Key Responsibilities:

  • Assist Client Managers and Executives in coordinating and providing IMA services to clients
  • Interact with Commercial Lines Service Teams via various communication channels
  • Monitor and prioritize workload, ensuring timely completion of tasks and attention to detail
  • Assist Account Managers in completing tasks and activities assigned through Epic
  • Perform various administrative tasks, including data entry and document management

Requirements:

  • Up to six months of similar or related experience preferred
  • Strong computer proficiency required, with experience in MS Office Suite (Outlook, Word, Excel)
  • Experience with Epic preferred
  • High School Diploma required; Bachelor's Degree preferred or equivalent experience

Compensation and Benefits:

The salary range for this position is $55,000 - $60,000 per year, depending on location, experience, and skills. In addition to competitive pay, we offer a comprehensive benefits package, including medical plans, dental, vision, and 401(k) matching.

IMA Financial Group is committed to providing equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, or genetics.



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