Client Analyst - Commercial Lines

Responsibilities

• Client data entry into agency management system for updated applications.
• Use of Indio for renewal process and other processes.
• Issue or oversee the issuance of certificates of insurance and the renewal process.
• Issue evidence of property insurance, automobile , and order change requests.
• Upload Insured’s Policies into EPIC, Passport and arrange for mailing if applicable (requested by client).
• Per Client Manager instructions, transmittal memos, request loss runs, order WC. claim status, and request experience modification worksheet.
• Update proposal drafts where assistance is needed by CM.
• Follow up on cancellation and reinstatement notices.
• Update suspense and follow-up on Activities for second request if needed.
• Attach e-mails to Epic.
• Check and process endorsements and audits.
• Invoice endorsements, audits, and other items as instructed.
• Process routine mail as instructed.
• Handle routine phone calls.
• Back up telephones when Client Manager is unavailable.
• Special projects, word Processing and excel as instructed.
• Policy pre-checking.
• Online rating and premium finance agreements.

• Minimum 1 year office or administrative experience and/or training required.
• Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment.
• Demonstrates excellent time management and organization skills.
• Dependable, self-motivated, and willing to gain insurance knowledge.

$60,000—$65,000 USD

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

These benefits do not apply to internship roles.