Private Client Support Specialist
IMA Financial Group(13 hours ago)
About this role
The role involves supporting service teams with administrative tasks related to insurance policies, including processing renewals, issuing certificates, and handling documents. It emphasizes collaboration, attention to detail, and proficiency in communication and computer skills. The position offers a comprehensive benefits package and a supportive work environment within a recognized industry leader.
Required Skills
- Microsoft Office
- Data Analysis
- Communication
- Document Management
- Customer Support
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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