Client-Focused Insurance Account Specialist

IMA Financial Group; Wichita (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Gift Matching

Well-Being Stipend

Job summary

IMA Financial Group in Wichita, KS is seeking a detail-oriented professional to support Account Managers and Account Executives on large client accounts. You will prepare coverage and premium comparisons, audits, and respond to client program needs while maintaining EPIC account data and driving additional reporting.

Fresh graduates with an insurance designation or pursuing one are welcome. The role requires handling multiple priorities, limited travel, and strong MS Office skills to deliver

Qualifications

• Applicable experience in insurance; specialty area preferred.
• Attention to detail and ability to maintain data completeness in EPIC.
• General insurance designation; pursuing others preferred.
• Project/time management to handle multiple priorities and move processes forward.
• MS Office products required: PowerPoint, Outlook, Word, Excel.
• Limited travel required (less than 10%).
• Strong insurance knowledge or client specialty knowledge.
• Agility, interpersonal skills, problem solving and communication.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Understand and deliver on client expectations within book of business.
• Prepare coverage comparisons, submissions, premium and rate comparisons for large/complex client accounts.
• Interact with clients regarding special program needs and new assignments.
• Lead project assignments and back up AM as needed to avoid service gaps.
• Utilize EPIC to maintain detailed account information and drive reporting.
• Review COI requests and provide direction on invoicing allocations and related items.
• Handle endorsement processing, billing, and analysis of loss data for experiences mods.
• Participate in internal review meetings and client projects as requested.

Skills

Attention to detail

MS Office

PowerPoint

Interpersonal Skills

Problem Solving

Education

Insurance designation

Tools

EPIC

Excel

Word

Job description

IMA Financial Group in Wichita, KS is seeking a detail-oriented professional to support Account Managers and Account Executives on large client accounts. You will prepare coverage and premium comparisons, audits, and respond to client program needs while maintaining EPIC account data and driving additional reporting.

Fresh graduates with an insurance designation or pursuing one are welcome. The role requires handling multiple priorities, limited travel, and strong MS Office skills to deliver