Associate Account Manager

imafinancialgroup

Salt Lake City (UT)

On-site

USD 50,000 - 70,000

Full time

5 days ago

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Benefits offered by this job

Annual bonus

Stock purchase

Medical plans

Prescription drugs

Dental

Vision

Family assistance

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

Job summary

IMA Financial Group seeks a detail-oriented insurance professional to manage daily client advisement, policy renewals, and carrier interactions. You will review quotes, prepare proposals, and assist with invoicing while maintaining strong client relationships.

The role emphasizes accurate data entry, problem-solving, and professional communication across email, phone, and in-person meetings within a growing team.

Qualifications

Critical thinking and problem-solving abilities to prioritize tasks.
Ability to analyze insurance quotes and make recommendations.
Knowledge of policy forms and endorsements is a plus.
Excellent written and oral communication and interpersonal skills.
Math skills including ratios, percentages, discounts, and commissions.
Proficient with Microsoft Office tools.
Property and Casualty license required for state of business.

Responsibilities

Handle daily account servicing and client advisement needs, incl. inquiries and documents.
Maintain accurate client information in the agency system.
Assist with renewals: pre-renewal summaries, quotes, terms, premiums, and invoices.
Communicate with clients and carriers professionally via email, phone, and in person.
Support AR follow-ups per company policy.
Attend client meetings and calls to ensure assets are protected.

Skills

Critical thinking

Quote analysis

Policy knowledge

Communication skills

Math skills

MS Office

P&C license

Tools

Agency management system

Job description

ESSENTIAL JOB RESPONSIBILITIES

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 SKILLS

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.

Compensation & Benefits

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