Logo for IMA Financial Group, Inc.

Account Specialist

Role overview

Qualifications

  • Applicable experience required with specialty experience preferred
  • Achieved general insurance designation. Pursuing other insurance designation - preferred
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
  • Attention to detail - ability to work within AMS and maintain data completeness standards

Responsibilities

  • Supports and demonstrates IMA’s core values
  • Provides support to the Account Manager and Account Executive on large and complex client accounts
  • Interact with clients regarding special program needs and new assignments
  • Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation

Key facts

Other skills

  • Problem Solving
  • Detail Oriented
  • Microsoft Office
  • Financial Acumen
  • Diversity Awareness
  • Social Skills
  • Communication
  • Physical Flexibility

About the company

IMA Financial Group, Inc. logo

IMA Financial Group, Inc.

Insurance Brokerage & Agencies

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team.

Responsibilities may include but are not limited to:

  • Supports and demonstrates IMA’s core values.
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
  • Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
  • Interact with clients (written or verbal) regarding special program needs and new assignments.
  • Understand and deliver on unique client expectations within book of business.
  • Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
  • Ability to problem-solve and suggest proactive solutions to AM and AE.
  • Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
  • Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
  • Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
  • Controls industry specific reporting (well reporting, builder's risk, etc.)
  • Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
  • Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
  • Ability to work independently, lead project special assignments.
  • Supports as needed in special client projects

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

  • Applicable experience required with specialty experience preferred
  • Attention to detail & ability to work within AMS and maintain data completeness standards
  • Achieved general insurance designation. Pursuing other insurance designation - preferred
  • Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
  • Limited travel required (less than 10%)

 Competencies & Traits

  • Strong Insurance knowledge and/or client specialty knowledge
  • Financial Acumen
  • Agility/Flexibility
  • Interpersonal Skills
  • Problem Solving
  • Communicating

The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026.

Salary Range
$50,000$60,000 USD

If this role is hired in Los Angeles County, CA the following applies:

 

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.  Prior Criminal history will only be considered after a conditional job offer is made and accepted.  Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

 

Salary Range
$50,000$60,000 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, Well-Being Stipend, 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. 

*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 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 

 

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.  

 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Account Executive Related jobs

Other jobs at IMA Financial Group, Inc.

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.