Client Associate

Location: Hybrid office work, with the role performed in an IMA office 50% or more of the time; limited travel of less than 25% is required.

Salary: $50,000–$55,000 USD annually, with the final offer depending on geographic location, relevant experience, knowledge, skills, and abilities.

Company

hirify.global is an independent, expanding insurance company with a team-based ownership model and a broad national presence.

What you will do

• Support Client Managers, Client Executives, Account Managers, and Personal Lines Service Teams.
• Communicate with service teams through AMS, email, phone, and in-person interactions.
• Complete Epic-assigned tasks connected to client-facing work products.
• Prepare auto ID cards, claim reporting instructions, premium and loss summaries, renewal applications, and audits.
• Process endorsements, invoicing, experience modification orders, e-filing, MVRs, loss runs, policy checks, and client portal folders.
• Monitor and prioritize workloads while handling deadlines, special instructions, and assigned projects.

Requirements

• High school diploma required; bachelor’s degree or equivalent experience preferred.
• Up to six months of similar or related experience preferred.
• Strong computer proficiency and experience with Microsoft Office, especially Outlook, Word, and Excel.
• Ability to attain and maintain a professional designation or license.
• Ability to work in an IMA office at least 50% of the time and travel less than 25%.
• Experience with Epic is preferred.

Culture & Benefits

• Annual performance bonus and stock purchase opportunities.
• Medical, prescription, dental, vision, FSA, HSA, and family assistance benefits.
• 401(k), life and disability coverage, accident protection, and other insurance programs.
• Paid time off, paid holidays, flexible work options, and a sabbatical.
• Well-being stipend, gift matching, and personal and professional development support.
• Team-oriented environment with employee ownership and opportunities to develop long-term client relationships.