IMA Financial Group, INC Harrison , NY 10528
Posted 1 week ago
What You'll Do
Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant
Effectively work within EPIC, our agency management system
Responsible for client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews
Maintain working relationship with claims to coordinate and review claims and analyze trends
Follow department quality and work product guidelines
Responsible for daily coordination of the work assignments within the support team
Act as the liaison with Accounting and the Client on invoicing and payment issues
You Should Have:
Strong understanding of all P&C lines of coverage
3 + years experience in a similar role
Comfortable with small to mid-size accounts
NYC Real Estate experience is preferred but not required
Experience with Agency Management systems (EPIC experience preferred)
Preferred: Relationships with underwriters and wholesalers
Preferred: Knowledge of Microsoft Word and responsibility for preparing proposals
Preferred: Knowledge of Microsoft Excel and ability to utilize spreadsheets for client and underwriter analysis
Preferred: Commitment to keeping current of news and changes relating to the Real Estate and Insurance markets and constant pursuit of professional education
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Compensation & Benefits
Being 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, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, and Personal and Professional Development. In addition to our robust benefits package, the hiring range for this position is $80,000 - $120,000. While this is the targeted range, final offer amounts will depend on a variety 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 first
What 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 team
We 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.
IMA Financial Group, INC