Account Specialist/Coordinator

IMA Financial Group; Wichita (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Gift Matching

Well-Being Stipend

Job summary

IMA Financial Group in Wichita, KS is seeking a detail-oriented professional to support Account Managers and Account Executives on large client accounts. You will prepare coverage and premium comparisons, audits, and respond to client program needs while maintaining EPIC account data and driving additional reporting.

Fresh graduates with an insurance designation or pursuing one are welcome. The role requires handling multiple priorities, limited travel, and strong MS Office skills to deliver

Qualifications

• Applicable experience in insurance; specialty area preferred.
• Attention to detail and ability to maintain data completeness in EPIC.
• General insurance designation; pursuing others preferred.
• Project/time management to handle multiple priorities and move processes forward.
• MS Office products required: PowerPoint, Outlook, Word, Excel.
• Limited travel required (less than 10%).
• Strong insurance knowledge or client specialty knowledge.
• Agility, interpersonal skills, problem solving and communication.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Understand and deliver on client expectations within book of business.
• Prepare coverage comparisons, submissions, premium and rate comparisons for large/complex client accounts.
• Interact with clients regarding special program needs and new assignments.
• Lead project assignments and back up AM as needed to avoid service gaps.
• Utilize EPIC to maintain detailed account information and drive reporting.
• Review COI requests and provide direction on invoicing allocations and related items.
• Handle endorsement processing, billing, and analysis of loss data for experiences mods.
• Participate in internal review meetings and client projects as requested.

Skills

Attention to detail

MS Office

PowerPoint

Interpersonal Skills

Problem Solving

Education

Insurance designation

Tools

EPIC

Excel

Word

Job description

Responsibilities may include but are not limited to:

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
• Interact with clients (written or verbal) regarding special program needs and new assignments.
• Understand and deliver on unique client expectations within book of business.
• Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
• Ability to problem-solve and suggest proactive solutions to AM and AE.
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
• Utilizes the EPIC to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Controls industry specific reporting (well reporting, builder's risk, etc.)
• Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
• Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
• Ability to work independently, lead project special assignments.
• Supports as needed in special client projects

Required Experience and Skills may include but are not limited to:

• Applicable experience required with specialty experience preferred
• Attention to detail & ability to work within EPIC and maintain data completeness standards
• Achieved general insurance designation. Pursuing other insurance designation - preferred
• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)
• Strong Insurance knowledge and/or client specialty knowledge
• Agility/Flexibility
• Interpersonal Skills
• Problem Solving
• Communicating

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

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

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.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.