Client Manager

IMA Financial Group

$90K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • At least 10 years of prior Claim experience
  • 5+ years of prior supervisory or leadership experience
  • Bachelor's degree or equivalent work experience
  • Proficient in Applied Epic and Carrier websites
  • Strong skills in MS Office (PowerPoint, Outlook, Word, Excel)
  • Exceptional technical expertise in coverage and claims handling
  • Excellent communication and negotiation abilities
  • Strong mathematical and reasoning skills

Responsibilities

  • Support and exemplify IMA's core values
  • Promote diversity, equity, and inclusion among all associates
  • Engage professionally with clients and associates via email, phone, and in-person
  • Collaborate with Market and Regional Presidents to establish client service standards
  • Direct and manage Claim team activities for client advocacy
  • Contribute to the hiring and development of Claim staff members
  • Lead and communicate effectively with other departments to support initiatives

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Medical, Dental, and Vision Plans
  • Family Assistance Program
  • 401(k) and various insurance plans
  • Paid Time Off and Flexible Work Options
  • Personal and Professional Development Opportunities
  • Sabbatical and Gift Matching Programs
Full Job Description
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
  • Support and demonstrate IMA's core values
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates
  • Interacts professionally and timely with clients and associates at all levels via email, phone, and in-person
  • Performs functions of the role within an IMA office 0-50% of the time
  • Collaborates effectively with Market and Regional Presidents to develop and maintain Claim service standards for clients within the region
  • Works in partnership with National Practice Group Leaders within designated Specialties to develop and maintain Claim service standards for clients within the Specialty
  • Directs the activities of your Claim team members in the management and advocacy of claims on behalf of clients
  • Acts as a thought-leader and collaborates with Claim Managing Director and other Claim Managers on department-wide initiatives
  • Responsibility for the management of associates including performance review, hiring and placement, resolving customer complaints, and salary and budget planning
  • Reviews and assigns matter advocacy and accounts to appropriate staff to ensure balanced workloads and optimal outcomes
  • Contributes to hiring and development of Claim staff members, and identifies areas for improvement or growth
  • Communicates effectively with other departments to lead change and support initiatives across the enterprise
  • Demonstrates superior technical insurance and business acumen
  • Demonstrates exceptional leadership characteristics
  • Develops and maintains excellent problem-solving skills
  • Develops and expands relationships at regional level with carriers, TPAs, Legal Resources, etc.
  • Maintains a proactive approach focusing on claim resolutions and strategies for assigned accounts and matters
  • Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc.
  • Attends insurance related seminars including but not limited to continuing education classes

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
  • At least 10 years of prior Claim experience
  • 5+ years of prior supervisory or leadership experience
  • Bachelor's degree or work experience equivalent to a college degree
  • Systems skills - Applied Epic, Carrier websites
  • Experience with MS Office products (specifically PowerPoint, Outlook, Word, and Excel)
  • Exceptional technical skill and knowledge of coverage and claims handling
  • Excellent communication and negotiation skills
  • Required: strong mathematical and reasoning skills
  • Ability to discuss and solve claim problems with clients and insurance carriers

COMPETENCIES & TRAITS:
  • Business Acumen
  • Professionalism
  • Building Relationships
  • Problem Solving
  • Communicating

#LI-JS1

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, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, 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.

*These benefits do not apply to internship roles.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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