Account Specialist

What You'll Do :

IMA is seeking an Account Specialist to join our HPIEx Real Estate 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 is eligible for remote work.

Responsibilities may include but are not limited to :

• 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 Real Estate Accounting

invoicing team, surplus lines taxes and fees calculations, 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. Clients should not feel a gap in service knowledge

You Should Have :

• 1-3 years applicable insurance related experience, preferred
• Holds an active Property & Casualty Insurance license
• 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)
• Limited travel required (less than 10% depending on book of business & industry)

Competencies & Traits

• Professionalism
• O rganizational & Communication Skills
• Manage Client Relationships
• Agility / Flexibility
• Interpersonal skills

Salary Range

$57,000 $78,000 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, Health Club Reimbursement, 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.

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

• 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
• 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.