Account Technician - Client Services & Admin (Hybrid)

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

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.