Client Manager
IMA Financial Group(1 month ago)
About this role
This role provides operational support to Commercial Lines Service Teams and the Center of Excellence, assisting account managers and handling client-facing administrative tasks. The position contributes to policy administration, invoicing, document management, and renewal activities while participating in special projects and maintaining company values. It is an entry-level support role focused on delivering timely, accurate service within an IMA office environment.
Required Skills
- Customer Support
- AMS
- Email Communication
- Phone Communication
- In-Person Support
- Office Work
- Work Prioritization
- Detail Orientation
- Account Assistance
- ID Cards
+15 more
Qualifications
- High School Diploma
- Bachelor's Degree Preferred
- Professional 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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