Client Manager

Ima Financial Corporation•Harrison, NY

6d•$55,000 - $80,000•Onsite

About The Position

Client Manager ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Essential job responsibility examples Interact expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person. Ability to perform functions of the role within an IMA office. Monitor and prioritize workload, taking into consideration deadlines and special instructions with strong attention to detail. Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence. Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR's, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, and Renewal Applications and Audits Special projects as assigned. This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Requirements

Up to two years of similar or related experience preferred
Strong computer proficiency required.
Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
Experience with Epic preferred
Attain and maintain professional designation or license
Limited travel required (less than 25%)
High School Diploma required
Bachelor's Degree preferred or equivalent experience

Nice To Haves

Bachelor's Degree or equivalent experience

Responsibilities

Supports and demonstrates IMA's core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Interact expertly and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person.
Ability to perform functions of the role within an IMA office.
Monitor and prioritize workload, taking into consideration deadlines and special instructions with strong attention to detail.
Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence.
Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population
Endorsement Processing and Invoicing
Experience Mod Ordering and E-filing
Renewal Invoicing
MVR's
Ordering Loss Runs
Uploading and Building Folders in Client-Facing Portal
Policy Quick Checks
Population of Individual Loss Run Data, and Renewal Applications and Audits
Special projects as assigned.