Account Specialist

What You'll Do

Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team. Our real estate business is currently looking to hire an experienced insurance professional to join us.

Responsibilities may include but are not limited to:

• Provides support to the Account Manager & Account Executive on large and complex client

• Interact with clients (written or verbal) regarding program needs and new assignments.

• Understand and deliver on client expectations within a book of business.

• Temporarily back up Account Manager as needed.

• Responsible for tasks related to invoicing, accounting, endorsement processing, certificateissuance and audit reconciliation.

• Following the IMA processes and workflow, and when needed, under the direction of the

Account Manager and Account Executive, takes the lead on client specific projects and

• Utilizes the Agency Management System (EPIC/Applied) to keep detailed information onaccounts, including, but not limited to, reviewing and processing of certificates of insurancerequests, providing direction to the Real Estate Accounting (REA) invoicing team, surpluslines taxes and fees calculations, policy processing, and any client specific instructions forcustomized auto ID cards, billing requests, financing of premiums, etc.

• Processing of policy endorsements in conjunction and/or at the direction of Account

• Resolving premium discrepancy issues, and audits on expired and/or non-renewed policies.

• Timely responses on client matters, including internal clients (team, other departments,etc) to ensure service needs are met.

• Supports and demonstrates IMA's core values.

• Values and understands the importance of diversity, equity, and inclusion among all IMA

You Should Have:

Required Experience and Skills: include but are not limited to:

• 1-3 years applicable insurance related experience, preferred· Strong communication skills both written and verbal· Strong organizational skills· 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)· Holds or is pursuing a property & casualty insurance license· Holds or is pursuing general insurance designation (preferred)· Limited travel required (less than 10% depending on book of business & industry)Competencies & Trait

#LI-JK1

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.

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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the hiring range for this position is $57,100 - $78,500. While this is the targeted range, 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.

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.

• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 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 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
• 2021 Wichita Business Journal's Fastest Growing Companies List