Commercial Lines Account Specialist — Client-Focused & Detail-Driven

IMA Financial Group, Inc.; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Paid Time Off

Flexible Work Options

Job summary

A leading insurance provider based in Dallas is seeking an experienced Account Specialist to support their Commercial Lines team. Responsibilities include managing complex client accounts, supporting account management tasks, and providing detailed reports. Candidates should have a general insurance designation and experience with MS Office. This role offers a competitive benefits package, including an annual performance bonus and flexible work options.

Qualifications

• Applicable experience in insurance with specialty experience preferred.
• Ability to work independently and manage multiple priorities.
• Limited travel required (less than 10%).

Responsibilities

• Support Account Manager & Account Executive on complex client accounts.
• Interact with clients regarding special program needs.
• Responsible for loss analysis and invoicing tasks.

Skills

Attention to detail

Project management

Communication skills

Problem-solving

Team collaboration

Education

General insurance designation

Other insurance designation (preferred)

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

AMS system

Job description

A leading insurance provider based in Dallas is seeking an experienced Account Specialist to support their Commercial Lines team. Responsibilities include managing complex client accounts, supporting account management tasks, and providing detailed reports. Candidates should have a general insurance designation and experience with MS Office. This role offers a competitive benefits package, including an annual performance bonus and flexible work options.