Account Specialist

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.

Responsibilities

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.

Qualifications

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 USD - $80,000 USD

Benefits

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

Well‑Being Stipend

Personal and Professional Development

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.

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