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Private Client Support Specialist

IMA Financial Group
CompanyIMA Financial Group
CategoryCustomer Support
LocationWichita
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted18 Jun 2026
Last verified7 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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 Supports service teams by assisting with tasks required to service customers Assists with renewal process including preparation of pre-renewal and annual comparison summaries Prepares and issues renewals and on-demand certificates of insurance Processes policies, endorsements, and audits Processes daily electronic policy and document download Pulls daily notifications from carrier websites Prepares paper documents to be scanned and files attachments within agency management system Issues auto ID cards Actively supports team by participating in miscellaneous projects   REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Strong reasoning skills and the ability to analyze and interpret data Excellent written and oral communication skills with the ability to articulate complex issues in a clear and concise manner Strong attention to detail Ability to handle and prioritize multiple tasks while meeting deadlines Commitment to work through projects to completion Strong computer proficiency with Microsoft Offices products and other programs Willingness to take on additional responsibilities as needed     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 t