Account Specialist

About the Role

IMA is seeking an Account Specialist to join our HPIEx Real Estate team. This person is responsible for day-to-day tasks within the team, including providing support to the Account Manager and Account Executive for client requests within a book of business, primarily Middle Market and Large Market accounts. This role is eligible for remote work.

Responsibilities

• Provides support to the Account Manager and Account Executive on large and complex client accounts.
• Handles tasks related to invoicing, accounting, endorsement processing, certificate issuance, and audit reconciliation at the direction of the Account Manager and/or Account Executive.
• Utilizes the Agency Management System (EPIC) to maintain detailed account information, including:
  • Reviewing and processing certificates of insurance requests.
  • Providing direction to the Real Estate Accounting Invoicing team for surplus lines taxes and fees calculations.
  • Policy processing.
  • Following 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.
• Problem-solves and suggests proactive solutions to the Account Manager and Account Executive.
• Provides timely responses on client matters, including internal clients (team, other departments, etc.) to ensure service needs are met.
• Works independently, leads special project assignments, and/or supports special client projects as needed.
• Temporarily backs up the Account Manager as needed, ensuring clients do not experience a gap in service knowledge.

Pay

Salary Range: $50,000 USD - $60,000 USD

Benefits

This role is eligible for the following benefits:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental and Vision
• Family Assistance Program
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D Insurance
• Accident, Critical Illness, and Hospital Indemnity Insurance
• Long Term Care, Short-term Disability, and Long-term Disability
• Business Travel Accident Insurance
• Identity Theft Protection
• Paid Time Off and Paid Holidays
• Flexible Work Options
• 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.

Why Join IMA?

• Ownership Model: Unique ownership structure allows associates to claim part ownership in the company.
• Team-Oriented Culture: Collaborative environment where teams work, sell, and succeed together.
• Support Systems: Resources and support to help associates focus on their strengths.
• National Recognition: Consistently recognized as a leader in the industry, including:
  • 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 (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 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

Note: The anticipated posting timeline for this opportunity is 8/05/2026–9/05/2026.