Client Associate

Imafinancialgroup

Harrison, NY, United States
Base: $50,000 - $55,000 usd; bonus/equity: annual ...
On-site
Ams, email, phone, and in-person interaction
Strong computer proficiency
Ms office suite experience (outlook, word, excel)
Interact expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person

Job Summary

  • Interact expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person.
  • Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence.
  • This role is eligible for a valuable benefits and rewards package including Annual Performance Bonus, Stock Purchase, Medical Plans, and 401(k).

Matching Summary

Interact expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person.

Salary

Base: $50,000 - $55,000 USD; Bonus/Equity: Annual Performance Bonus, Stock Purchase; Benefits: 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, Well-Being Stipend, Personal and Professional Development.

Skills & Requirements

Must-have

  • AMS, email, phone, and in-person interaction
  • Strong computer proficiency
  • MS Office Suite experience (Outlook, Word, Excel)
  • Attention to detail and prioritization

Nice-to-have

  • Support IMA's core values
  • Understanding of diversity, equity, and inclusion
  • Ability to work in an IMA office

Key Requirements

  • Up to six months of similar or related experience preferred
  • High School Diploma required
  • Bachelor’s Degree preferred or equivalent experience
  • Attain and maintain professional designation or license
  • Limited travel required (less than 25%)

Work Rights

Not specified

Tailored Resume

Cover Letter