Associate Account Manager

IMA Financial Group, Inc.; Salt Lake City (UT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

DentalVision

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. is seeking a detail-oriented insurance professional in Salt Lake City to support daily account servicing and client advisement, including inquiries, carrier downloads, and policy updates.

The role emphasizes renewal support, quotes analysis, and relationship management with clients and insurance carriers. A P&C license is required or must be obtained within 6–12 months, with 1–2 years of related experience preferred.

Qualifications

• 1-2 years or more of similar or related experience.
• Property and Casualty license required for state of business and must fulfill continuing education to retain license or obtain within 6–12 months.
• Knowledge of policy forms and endorsements preferred.
• Excellent written and oral communication and interpersonal skills.

Responsibilities

• Provide daily account servicing and client advisement for inquiries, carrier downloads, and policy updates.
• Cultivate strong client and carrier relationships and respond professionally via email, phone, and in person.
• Assist with renewal processes including pre-renewal summaries, quotes, terms, premiums, and invoicing.
• Participate in client meetings to ensure assets are adequately protected and service standards are met.
• Follow up on accounts receivable per IMA policy.
• Attend education sessions to expand technical knowledge.

Skills

Critical thinking

Prioritization

Insurance knowledge

Communication skills

Client advisement

License (P&C)

Tools

Microsoft Office

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, equality, and inclusion among all IMA associates
• Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
• Cultivates and maintains excellent communication and relationships with clients and insurance carriers
• Interacts professionally and timely with clients via email, phone, and in-person
• Assist with renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
• Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
• Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
• Attends education classes in combination with individual study programs to expand technical coverage knowledge

REQUIRED EXPERIENCE AND SKILLSinclude but are not limited to:

• Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
• Ability to analyze insurance quotes and make recommendations
• Knowledge of policy forms and endorsements preferred
• Excellent written and oral communication and interpersonal skills
• Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
• Strong computer proficiency including Microsoft Office products
• 1-2 years or more of similar or related experience
• Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license. If not current – then must obtain within 6-12 months.

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.

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• DentalVision
• 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.

IMA collects certain employee self-identification information. Some information is required for statistical purposes to comply with federal Equal Employment Opportunity reporting requirements. This information allows us to understand the composition of our workforce, as we focus on ensuring an equitable and inclusive workplace for all. It also provides data for our Diversity, Equity, and Inclusion strategy and programming. While you are required to respond to each question, you may select "Decline to answer". Your demographic information will not be shared nor affect your eligibility for employment or career advancement opportunities within the company. Thank you in advance for your interest in IMA.

Race

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.