Associate Account Specialist

IMA Financial Group; Denver (CO); Sur place; USD 60 000 - 65 000; Plein temps

Avantages offerts par ce poste

Annual Performance Bonus

401(k)

Medical Plans

Paid Time Off

Flexible Work Options

Well-Being Stipend

Stock Purchase

Résumé du poste

IMA Financial Group in Denver is seeking an Account Specialist in training who will support the Account Manager and Account Executive on large and complex client accounts, prepare coverage comparisons, submissions, premium and rate analyses, and assist with renewals under supervision.

The role emphasizes learning, accuracy, and collaboration within EPIC and other systems, with a broad benefits package and opportunities for growth.

Qualifications

• Experience in insurance or related industry.
• Attention to detail and ability to work within EPIC and maintain data completeness standards
• Technical insurance and analytical skills - Coverage analysis & allocations
• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
• MS Office products required (PowerPoint, Outlook, Word, Excel)
• Developing Insurance knowledge and/or client specialty knowledge

Responsabilités

• Supports and demonstrates IMA’s core.
• Plays a role in diversi ty, equity, and inclusion
• Pursues formal and informal training to develop into Account Specialist
• Demonstrates competencies to own a book of business, but does not yet own a book
• Shadows AM/AS and assists on renewals
• Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
• Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Controls industry specific reporting
• Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
• Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.

Connaissances

Insurance knowledge

Attention to detail

MS Office proficiency

Time management

Communication skills

Outils

EPIC

AMS

Description du poste

Essential job responsibilities include but are not limited to:

• Supports and demonstrates IMA’s core


• Values and understands the importance of diversity, equity, and inclusion among all IMA


• Pursues formal and informal training to develop into Account Specialist


• Demonstrates competencies to own a book of business, but does not yet own a book


• Shadows AM/AS and assists on renewals


• Proficient to perform all job tasks with AE & AM oversight, including:
  
  
  
  • Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
  
  
  • Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
  
  
  • Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
  
  
  • Controls industry specific reporting (well reporting, builder's risk, )
  
  
  • Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
  
  
  • Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
  
  
  
  

Required Experience and Skills:include but are not limited to:

• Experience in insurance or related industry


• Attention to detail & ability to work within EPIC and maintain data completeness standards


• Technical insurance and analytical skills - Coverage analysis & allocations


• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish


• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)


• Developing Insurance knowledge and/or client specialty knowledge

The anticipated posting timeline for this opportunity is 10/16/2026 - 11/16/2026

Salary Range

$60,000—$65,000 USD

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 Workplaces

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.