Client Manager - Personal Lines Insurance (York International)
Full Time
Harrison, NY 10528
Posted
Job description
What You’ll Do:
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.
#LI-JS1 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, EcoPass, Montly Parking Reimbursement, 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 & Fitness Device (Fitbit), and Personal and Professional Development. In addition to our robust benefits package, the hiring range for this position is $58,000 - $95,000. 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 work in teams. We sell in teams. We win and prosper as a team
Provide and maintain service to clients and support Personal Risk Management Producer in processing all lines of personal insurance in accordance with the guidelines of the Personal Risk Management Procedure Manual.
- Handle incoming email, mail and calls from clients, lenders and insurance company personnel
- Process changes and follow up with client in writing/email
- Accept payments from insureds and forward to company/process payments online
- Process policies as new business, renewals or rewrites and maintain client profiles/ policies in client management system
- Maintain and be responsible for expiration reports
- Counsel clients on coverage and limits
- Assess when accounts need to be taken to market, quote and propose
- Provide proactive Risk Management techniques in identifying, analyzing and responding to a client’s needs
- Visit client at home or office on larger accounts, when necessary with producer or manager
- Provide renewal summaries of insurance on VIP accounts
- Check new policies for accuracy and, if applicable, mail policies to insured with invoice if agency bill
- Process agency bill renewals - obtain quote from company and present to client. Follow up to make sure renewal is ordered or insured is advised that policy has lapsed. If renewal ordered, follow up for policy and check for accuracy.
- Follow up on late payments and send letter to client to confirm cancellation, if necessary
- Review monthly statements from accounting and contact clients if late for agency bill policies
- Cover desk of those on vacation or out sick for time-sensitive work
- Volunteer assistance to others in department if caught up
- Work efficiently and effectively in a team environment. Ensure behavior consistently reflects the best interests of the team and the client
- Project a positive attitude toward company goals and team objectives
- Apply problem solving techniques to various issues that may arise from time to time with carriers and clients
- Utilize intuitive behaviors to work with various personalities and styles
- Develop and maintain excellent relationships with our partners, carriers and vendors
- Pursue a program for professional development consistent with your position
- Other duties may be assigned
- Knowledge of middle market and HNW carriers.
- Excellent oral and written communication skills.
- Possesses time management and problem-solving skills.
- Ability to interact with clients effectively.
- Personal responsibility and accountability for assigned book of business.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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.
#LI-JS1
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.
We are recognized nationally as a leader in our industry.
- 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
- 2021-2022 Inc. 5000’s List of Fastest Growing Companies
- 2022 Kansas City Business Journal’s Best Places to Work
- 2021-2022 Los Angeles Business Journal’s Best Places to Work
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Denver Business Journal’s Best Places to Work
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Utah Business Best Companies to Work for in Utah
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
- 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2021 Wichita Business Journal’s Fastest Growing Companies List
jjbodyshop.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jjbodyshop.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jjbodyshop.com is the ideal place to find your next job.