Client Associate
IMA Financial Group(17 days ago)
About this role
Entry-level role supporting IMA’s Commercial Lines Service Teams by providing administrative and client-facing support within an IMA office. The position contributes to client service delivery and operational processes in the Center of Excellence while upholding company values and DEI principles. It is a team-oriented role within an expanding insurance organization.
Required Skills
- Computer Proficiency
- MS Office
- Epic
- Claims Reporting
- Endorsement Processing
- Policy Administration
- Invoicing
- Customer Service
- Detail Orientation
- Time Management
+1 more
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- Professional Designation or License
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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