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Associate Client Manager, Education (Bolton)

Company: IMA Financial Group
Location: Portland
Posted on: May 27, 2023

Job Description:

What You'll Do

  • May be assigned specific accounts
  • Process and suspense cancellations, audits, and endorsement requests
  • Responsible for accuracy of work delegated to Client Analyst
  • Responsible for accuracy and timeliness of Certificates of Insurance
  • Maintain and be responsible for expiration of list of policies assigned
  • Market renewal policies or assist Client Executive/Client Manager with marketing
  • Provide Broker with renewal proposals, provide summaries, and client check lists for presentation to clients on accounts assigned to them
  • Check policies, endorsements and audits for accuracy and relevance
  • Handle or refer insureds' and underwriters' questions or requests
  • Invoice policies, audits, endorsements, cancellations, and other appropriate transactions in a timely and accurate manner
  • Assist accounting department and client in the reconciliation of client accounts
  • Be an active responsible team member, conducting yourself in a professional, respectful manner to all clients, carriers, and staff
  • Pursue a program for personal and professional development

    You Should Have:

    • 4 year college degree preferred.
    • Property & Casualty Insurance License.
    • Demonstrated ability to manage time, prioritize, and work independently.
    • Ability to wear many hats and transition from one responsibility to another in a positive and energetic manner.
    • Technical competence (i.e. EPIC and carrier online platforms).

      This Job Description is not a complete statement of all duties and responsibilities comprising this position.

      The 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. -


      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, 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, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. - In addition to our robust benefits package, the hiring range for this position is $55,000 - $65,000.--- While this is the targeted range, final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. -
      Why Join IMA?
      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.

      • 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 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

Keywords: IMA Financial Group, Portland , Associate Client Manager, Education (Bolton), Education / Teaching , Portland, Oregon

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