Associate Account Specialist

• Supports and demonstrates IMA’s core
• Values and understands the importance of diversity, equity, and inclusion among all IMA
• Pursues formal and informal training to develop into Account Specialist
• Demonstrates competencies to own a book of business, but does not yet own a book
• Shadows AM/AS and assists on renewals
• Proficient to perform all job tasks with AE & AM oversight, including:
  • 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.
  • Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
  • 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, )
  • 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 , 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.

• Experience in insurance or related industry
• Attention to detail & ability to work within EPIC and maintain data completeness standards
• Technical insurance and analytical skills - Coverage analysis & allocations
• 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)
• Developing Insurance knowledge and/or client specialty knowledge

The anticipated posting timeline for this opportunity is 10/16/2026 - 11/16/2026

$60,000—$65,000 USD

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.

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 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…