IMA Financial Group, Inc.

Client Executive, Energy

IMA Financial Group, Inc.

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $87,000 - $130,000 per year

Job Level

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
claims handlingcoverage knowledgeclaim strategiesnegotiation skillsmathematical skillsreasoning skillsclient problem solvingonboardingtraining and development
Soft Skills
communication skillsprofessionalismrelationship buildingproactive approachpresentation skillsteam leadershipclient advocacydiversity and inclusion awareness