Account Specialist

IMA Financial Group, Inc. · Denver, CO · 1 wk ago

On-siteOTHRFull-time

You'll Do

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 of 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

You Should Have

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)

Compensation & Benefits

The anticipated posting timeline for this opportunity is 6/28/2026-7/28/2026.

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

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first
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
We are recognized nationally as a leader in our industry

Application

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