HHiring Reality
← IMA Financial Group

Client Associate

IMA Financial Group
Location
Harrison, NY
Posted
11 days ago
Department
Personal Lines
What they actually want (must-haves)
  • Up to six months of similar or related experience
  • Strong computer proficiency
  • Experience with MS Office Suite (Outlook, Word, Excel)
  • High School Diploma required
  • Ability to perform functions of the role within an IMA office 50% or more of the time
Nice to have
  • Experience with Epic preferred
  • Bachelor’s Degree preferred or equivalent experience
  • Attain and maintain professional designation or license
  • Limited travel required (less than 25%)
What the job really is

As a Client Associate, you will support Client Managers and Executives by coordinating and providing services to clients in the Personal Lines department. Your daily tasks will include interacting with service teams, managing workloads, and assisting with client-facing work products. This role offers a great opportunity to learn about the insurance industry and develop your career within a dynamic team environment.

Benefits
  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
Things to weigh
  • Salary range is $50,000 - $55,000 USD
  • Role involves a variety of tasks which may require strong attention to detail
  • Limited travel may be a consideration for candidates
  • The job description states it is not a complete statement of all duties, suggesting additional responsibilities may arise
Job score3.4/5
Benefits5/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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