Client Executive

Imafinancialgroup

Harrison, NY, USA
On-site
Client renewal process
Policy review and analysis
Program design
Maintains overall responsibility of the entire renewal process for all existing accounts

Job Summary

  • Maintains overall responsibility of the entire renewal process for all existing accounts.
  • Supports in winning new business and setting up new accounts.
  • Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year.

Matching Summary

Maintains overall responsibility of the entire renewal process for all existing accounts.

Skills & Requirements

Must-have

  • Client renewal process
  • Policy review and analysis
  • Program design
  • Data completeness
  • Coverage and premium discrepancy resolution

Nice-to-have

  • Supports and demonstrates IMA’s core values
  • Values diversity, equity, and inclusion

Key Requirements

  • Minimum 3 years of experience in a client-facing role
  • Proficiency in AMS (Account Management System)
  • Strong analytical and problem-solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter