Emerging Insurance Account Specialist — Flexible Work Options

IMA Financial Group; Denver (CO); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Annual Performance Bonus

401(k)

Medical Plans

Paid Time Off

Flexible Work Options

Well-Being Stipend

Stock Purchase

Job summary

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

Responsibilities

• 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.

Skills

Insurance knowledge

Attention to detail

MS Office proficiency

Time management

Communication skills

Tools

EPIC

AMS

Job description

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.