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IMA Financial Group

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Claims Executive

IMA Financial Group

Harrison, NY Client Advantage 4d ago

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Claims Executive

IMA Financial Group · Harrison, NY

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Client Advantage New York Posted May 4, 2026

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:

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 or specific coverage line knowledge and expertise in Executive Risk (D&O, EPLI, Crime, Cyber) and/or Property lines of coverage.
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

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

10 + years of prior Claims experience in Executive Risk and/or Property coverage required

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.

#LI-JS1

Salary Range

$110,000—$150,000 USD

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.

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

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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

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.

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