Account Technician

IMA Financial Group; Salt Lake City (UT); In loco; USD 35.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

IMA Financial Group seeks a detail-oriented Administrative Associate to support Commercial Lines Service Teams in Salt Lake City. You will handle document prep, policy-related tasks, and client-facing activities using AMS, email, and phone.

A strong proficiency in MS Office and Epic experience are preferred, with limited travel and a bachelor’s degree or equivalent experience favored. This role emphasizes accuracy, timely communication, and teamwork within IMA’s Center of Excellence,

Competenze

• Up to six months of similar or related experience preferred.
• Strong computer proficiency required.
• Experience with MS Office Suite required (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.

Mansioni

• 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, deadlines and special instructions with strong attention to detail.
• Assists Account Managers by completing tasks and activities linked to client-facing work in the Center of Excellence.
• Performs tasks such as Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVRs, 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

Conoscenze

Computer proficiency

Professional demeanor

Formazione

Bachelor’s degree or equivalent experience

Strumenti

MS Office Suite

Epic

Descrizione del lavoro

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. 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.

*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 Places to Work

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.