Account Specialist

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.

• 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 , 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

• 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—$80,000 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.

* These benefits do not apply to internship roles.

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

• Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• Connecticut Top Work Places
• Inc. 5000's List of Fastest Growing Companies
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Kansas City Business Journal's Best Places to Work
• Charlotte Business Journal's Best Places to Work
• Los Angeles Business Journal's Best Places to Work
• The Salt Lake City Tribune Top Work Places
• Puget Sound Business Journal's Washington's Best Workplaces
• 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…