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 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—$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. 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. 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. #J-18808-Ljbffr The Richards Group