Account Technician

IMA Financial Group, Inc.; Salt Lake City (UT); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. in Salt Lake City is seeking a driven Administrative/Support Associate to assist Commercial Lines Service Teams via AMS, email, phone, and in-person engagements, with 50%+ in-office presence.

You will monitor workload, assist Account Managers, and handle tasks like Endorsement Processing, Invoicing, and Loss Runs, contributing to accurate client-facing work products.

Qualifications

• Requires up to six months of related experience (preferred).
• Strong computer proficiency including MS Office (Outlook, Word, Excel).
• Experience with Epic is preferred.
• Bachelor’s degree or equivalent experience is preferred.

Responsibilities

• Interact professionally and timely with Commercial Lines Service Teams via AMS, email, phone, and in-person.
• Perform role functions in an IMA office 50% or more of the time.
• Monitor and prioritize workload with attention to deadlines and instructions.
• Assist Account Managers with Center of Excellence tasks linked to client-facing work products.
• Handle Endorsement Processing, Invoicing, and related documentation; manage Loss Runs and Quick Checks.
• Participate in special projects as assigned.

Skills

MS Office Suite

Outlook

Excel

Word

Epic

Attention to detail

Communication

Education

Bachelor’s degree or equivalent experience

Tools

Epic Systems

Job description

ESSENTIAL JOB RESPONSIBILITIES 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
• Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product
• Essential job responsibilities:
• Interacts professionally and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person
• Ability to perform functions of the role within an IMA office 50% or more of the time
• Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
• Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence
• Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR’s, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, Renewal Applications, and Audits
• Performs special projects as assigned

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Up to six months of similar or related experience preferred
• Strong computer proficiency required
• Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
• Experience with Epic preferred
• Attains and maintains professional designation or license
• Limited travel required (less than 25%)
• Bachelor’s degree preferred or equivalent experience

COMPETENCIES & TRAITS:

• Agility/Flexibility
• Self-Direction
• Interpersonal skills
• Communicating
• Technology

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

• 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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