Account Specialist

1 week, 3 days ago
Full-time
Junior
Customer and Technical Support
IMA Financial Group

IMA Financial Group

IMA Financial Group is an integrated financial services provider that specializes in asset protection for a diverse client base, while also focusing on making a positive impact in the communities it serves.

Insurance
1K-5K
Founded 1974

Description

  • Support Account Managers and Account Executives on large and complex client accounts.
  • Serve as temporary backup for Account Managers to maintain continuity of client service.
  • Identify issues, recommend solutions, and help resolve client concerns.
  • Maintain account information in EPIC, including certificates, policies, billing, premium financing, and surplus lines taxes and fees.
  • Process endorsements, billing transactions, policy changes, and cancellation notices.
  • Coordinate with the Real Estate Accounting team and participate in internal and client meetings.
  • Communicate directly with clients about program needs, service requests, and new assignments.
  • Manage assigned responsibilities independently and support special projects and client initiatives.
  • Deliver service according to the specific expectations of assigned accounts.
  • Support IMA’s core values and commitment to diversity, equity, and inclusion.

Requirements

  • 1–3 years of applicable insurance experience preferred.
  • Active Property & Casualty Insurance License required.
  • Basic knowledge of Property, General Liability, Umbrella/Excess Liability, Workers’ Compensation, and related insurance programs.
  • Strong organizational skills and exceptional attention to detail, accuracy, and quality.
  • Ability to manage multiple projects and competing priorities.
  • Strong written and verbal communication skills.
  • Ability to work independently and collaborate effectively on a team.
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
  • Insurance or industry-specific knowledge, financial acumen, problem-solving ability, and client-service orientation.
  • Limited travel availability of less than 10%.

Benefits

  • Salary range of $45,000–$60,000 USD.
  • Annual performance bonus and stock purchase program.
  • Medical, prescription, dental, vision, FSA, and HSA plans.
  • 401(k), life and disability insurance, and additional voluntary insurance programs.
  • Paid time off, paid holidays, flexible work options, and sabbatical.
  • Family assistance, identity theft protection, and well-being stipend.
  • Gift matching and personal and professional development opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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