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Client Relationship Specialist

2 months ago

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

Key Responsibilities

  • Embody and promote IMA's fundamental values.
  • Appreciate and advocate for the significance of diversity, equity, and inclusion among all IMA team members.
  • Act as the primary liaison for all client inquiries within a designated portfolio (primarily Mid-Market or Emerging accounts) under the guidance of the Account Executive, preparing all necessary renewal documentation (including premium and loss summaries, exposure details, coverage comparisons, and pricing information).
  • Develop the capacity to foresee potential issues through effective communication with clients or underwriters and by staying informed on industry developments.
  • Prepare marketing submissions and oversee ongoing negotiations with insurance carriers.
  • Evaluate quotes for accuracy and alignment with required coverages, terms, and pricing, and create comprehensive proposals.
  • Manage policy receipt, communicate necessary instructions to the relevant Centers of Excellence (COE), and keep them updated on any changes during negotiations, with the capability to process policies as needed.
  • Conduct premium allocations, prepare surplus lines templates, manage Certificate of Insurance requests, and handle various administrative tasks such as basic contract reviews, policy endorsements, and resolving discrepancies in coverage and premiums.

Qualifications

  • Proficient in utilizing EPIC and ensuring data integrity.
  • Exceptional organizational capabilities.
  • Ability to work autonomously.
  • Skilled in building relationships with underwriters and clients.
  • Competent in delegating tasks to appropriate team members when necessary.
  • Familiarity with MS Office applications (especially PowerPoint, Outlook, Word, and Excel) is essential.
  • Willingness to travel as required (up to 20% based on the portfolio and industry).
  • Strong verbal and written communication skills.

Compensation & Benefits Overview

Joining IMA comes with numerous advantages. As a member of the IMA family, you gain access to a comprehensive benefits and rewards package tailored to support you, your family, and your lifestyle. Our plans are designed to be cost-effective and convenient, offering innovative solutions for maintaining health, safeguarding loved ones, achieving financial stability, and enjoying a well-rounded life. This position is eligible for:

  • Annual Performance Bonus
  • Stock Purchase Options
  • Medical, Dental, and Vision Plans
  • Family Assistance Programs
  • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
  • 401(k) Retirement Plan
  • Life and Accidental Death & Dismemberment Insurance
  • Critical Illness and Long-Term Care Coverage
  • Short-Term and Long-Term Disability Insurance
  • Business Travel Accident Insurance
  • Identity Theft Protection
  • Paid Time Off and Flexible Work Options
  • Paid Holidays and Sabbaticals
  • Gift Matching and Health Club Reimbursement
  • Opportunities for Personal and Professional Development

Why Choose IMA?

We prioritize our associates

Imagine being a vital part of a growing, entrepreneurial organization where you can build meaningful relationships, enjoy competitive benefits, and even gain partial ownership. This unique ownership model is what makes a career at IMA so attractive.

Teamwork is at our core

We foster a collaborative environment where support systems and resources empower our associates to excel in their roles. As an independent firm based in the Midwest, we have the capacity to conduct business globally while remaining agile enough to implement your ideas swiftly.

Recognized as an industry leader

  • Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • Connecticut Top Workplaces
  • Inc. 5000's Fastest Growing Companies
  • Civic 50 Colorado Honoree for Community Engagement
  • Kansas City Business Journal's Best Places to Work
  • Charlotte Business Journal's Best Places to Work
  • Los Angeles Business Journal's Best Places to Work
  • The Salt Lake City Tribune Top Workplaces
  • Puget Sound Business Journal's Best Workplaces in Washington
  • 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

This job description does not encompass all duties and responsibilities associated with this position.

The IMA Financial Group, Inc. is committed to providing equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. adheres to applicable state and local laws governing nondiscrimination in employment in every location where the company operates.