17 Jobs in Harrison, NY
IMA Financial Group is Hiring a Client Manager Near Harrison, NY
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
- Building ability to anticipate problems through client or underwriter communications or industry changes
- Creates the marketing submission and manages ongoing negotiates with carriers
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal.
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies
- Ability to work within EPIC and maintain data completeness standards
- Strong organizational skills
- Ability to work independently
- Ability to build underwriter and client relationships
- Ability to delegate to appropriate parties when necessary
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
- Some travel required (up to 20% depending on book of business & industry)
- Strong communication skills both written and verbal
$60,000—$95,000 USD
Compensation & BenefitsBeing 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 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 firstWhat 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 teamWe 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
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
Job Summary
Full Time
Insurance
$69k-89k (estimate)
06/08/2024
07/03/2024
imacorp.com
FORT COLLINS, CO
1,000 - 3,000
1974
Private
BRIAN SANDY
$50M - $200M
Insurance
Related Companies
About IMA Financial Group
IMA is a Kansas-based financial services company that offers insurance, employee benefits, wealth management and related services for individuals and businesses.
The job skills required for Client Manager include Client Relationship, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Manager. Select any job title you are interested in and start to search job requirements.
If you are interested in becoming a Client Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Manager job description and responsibilities
Manage client relationships strategically based on business and marketing objectives.
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They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.
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Learning the needs of clients and developing plans to meet them.
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Provide an outstanding client experience by showcasing expertise, fostering trust, and growing customer satisfaction.
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As a client receives services, the case manager may monitor the client and work with other service providers as necessary to address the clients needs.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Manager jobs
Client services managers must maintain good business relationships with current clients and find new accounts.
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They should also verify details with the client to ensure there are no errors on either end of the agreement.
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Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
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Client relations managers must know how to work with others as they maintain strong professional relationships with their clients.
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To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
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Step 3: View the best colleges and universities for Client Manager.
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