Client Executive, Energy

🕒 April 9

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IMA Financial Group, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1980

💸 Finance

🏢 Enterprise

💰 Private Equity Round on 2020-11

Finance • Insurance • Enterprise

IMA Financial Group, Inc. is a diversified financial and insurance services company providing specialized insurance solutions across various industries, including agribusiness, construction, digital risk, education, energy, healthcare, hospitality, life sciences, manufacturing, marine, private equity, real estate, and technology. The company offers a wide range of insurance services such as business insurance, employee benefits, personal insurance, retirement solutions, wholesale insurance, wealth management, and more. IMA is committed to protecting assets and foreseeing challenges, ensuring that clients are prepared for the future. They emphasize community impact, philanthropy, and customer-driven solutions, supporting both innovation and community betterment.

📋 Description

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates. • Interacts professionally and timely with clients via email, phone, and in-person • Maintains a proactive approach focusing on claim strategies and resolutions • Advocates for the timely, optimal resolution of claim matters for our clients • Communicates pertinent claim information timely to internal and external clients • Maintains strong relationships with internal and external clients • Subject matter knowledge and expertise associated with the Energy industry (e.g. Oil & Gas, Renewables, Power Generation). • Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc. • Develops strong working knowledge of IMA computer systems/programs • Assists Claim Manager with claim staff onboarding, training and development • Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc. • Leads and contributes to Claim Projects, and other tasks as assigned • Attends insurance related seminars including but not limited to continuing education classes

🎯 Requirements

• 10 + years of prior Claims experience within Energy business • Bachelor’s degree or work experience equivalent to a college degree • System skills or aptitude – Applied Epic, Carrier and TPA platforms preferred • Experience with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel) • Exceptional technical skill and knowledge of coverage and claims handling • Moderate travel required (25-50%) • Excellent communication and negotiation skills • Strong mathematical and reasoning skills required • Ability to discuss and solve claim problems with clients and insurance carriers.

🏖️ Benefits

• 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