Account Specialist

Responsibilities

• IMA is seeking an Account Specialist to join our Construction service team! This person is responsible for day-to-day tasks within the team, including but not limited to providing support to the Account Manager & Account Executive for client requests within a
• book of business, primarily Middle Market and Large Market accounts. This role will require the associate to be onsite in our Denver office 3X/week.
• Provides support to the Account Manager & Account Executive on large and complex client accounts.
• Responsible for tasks related to invoicing, accounting, endorsement processing, certificate issuance and audit
• reconciliation at the direction from Account Manager and/or Account Executive.
• Utilizes the Agency Management System (EPIC) to keep detailed information on accounts, including but not limited to,
• reviewing and processing of certificates of insurance requests, providing direction to the Construction Accounting
• invoicing team, policy processing, and any client specific instructions for customized auto ID cards, billing requests, financing of premiums, etc.
• Resolving premium discrepancy issues, and audits on expired and/or non-renewed policies.
• Ability to problem-solve and suggest proactive solutions to Account Manager and Account Executive.
• Provide timely responses on client matters, including internal clients (team, other departments, etc.) to ensure service
• needs are met.
• Ability to work independently, lead special project assignments and/or support as needed in special client projects.
• Temporarily back up Account Manager as needed

Requirements

• 1-3 years applicable insurance related experience, preferred
• Holds an active Property & Casualty Insurance license or willingness to obtain within 90 days
• Basic understanding of Property, General Liability, Umbrella/Excess, Workers Compensation and other
• risk programs
• Strong organizational skills focused on attention to detail, accuracy and high quality work product,
• including but not limited to the ability to manage multiple priorities and projects with competing priorities
• Strong communication skills both written and verbal
• Ability to work independently
• Ability to work within EPIC and maintain data completeness standards
• Experience with MS Office products required (specifically Power Point, Outlook, Word , and Excel)
• Salary Range
• $57,000 - $80,000 USD
• Compensation & Benefits
• *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 Jour

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at imafinancialgroup? Share your experience