Account Technician
Essential Job Responsibilities
Supports and demonstrates IMA’s core values
Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product
Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person
Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
Learns and supports the Account Service Cycle
Assists Account Managers in addressing client needs
Directly or through shared services managed, produced, or performed:
- Auto ID Cards and Certificates of Insurance
- Claims Reporting and Instructions
- Loss Runs and Claims Summaries
- Summaries of Insurance and Coverage Towers
- Policy and Endorsement Processing
- Invoicing and Accounting
- Applications
- Audits
- Special Projects as Needed
Required Experience and Skills
- Up to six months of similar or related experience preferred
- Strong computer proficiency required, including experience with MS Office Suite required (specifically Outlook, Word, and Excel)
- Basic understanding of insurance preferred, experience with Epic a plus
- Attains and maintains professional designation or license
- Limited travel required (less than 25%)
- High School diploma required
- Bachelor’s degree preferred or equivalent experience
Compensation & 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.
About 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. 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
- 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 Recognizing 50 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
- 2021-2022 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