Account Coordinator
IMA Financial Group, Inc. · Denver, CO · 3 wk ago
On-siteBusiness Development$46k/yrFull-time
About the role
The account coordinator provides comprehensive administrative and technical support for assigned accounts, handling standard deliverables and moderately complex tasks with independence and defined client interaction. Aligns work to client needs as part of the support team. The anticipated posting timeline for this opportunity is 09/23/2026-10/23/2026.
Responsibilities
- Prepare and send renewal binders, auto ID cards, and invoices to clients
- Own endorsements processing, audits and invoicing instructions
- Maintain account data accuracy in EPIC agency management system
- Communicate with clients on routine service items
- Assist with AR reporting and administrative follow-up
- Provide administrative tasks for internal and select external meetings
- Ensure accuracy on policies and compliance with policy binding
- Order renewal certificates and maintain certificate holder lists
- Follow-up on Account Receivable reporting
- Support Claim and Risk Control-related routing and documentation, ensuring items are logged, filed, and escalated appropriately per SOPs
Requirements
- State-specific P&C license required (or obtained within a defined timeframe, per market/state requirements)
- Basic Microsoft Office proficiency
- 1-2 years insurance or related administrative experience
Qualifications
- High school diploma; college preferred
Skills
- Strong organizational and prioritization skills
- Basic knowledge of commercial insurance fundamentals
- Effective written and verbal communication
- Collaborative
- Attention to detail
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
Pay
Salary Range: $46,000 USD - $60,000 USD