Global Accounts Strategist

IMA Financial Group; Overland Park (KS); Presencial; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Dental and Vision

401(k)

Paid Time Off

Flexible Work Options

Descripción de la vacante

IMA Financial Group is seeking an Account Specialist to join its collaborative service team in Overland Park, KS. You will support Account Managers on large client accounts, prepare coverage and rate analyses, and handle invoicing and loss data tasks.

The role emphasizes accuracy, process rigor, and proactive client service. Ideal candidates bring experience with MS Office and AMS systems, a strong eye for detail, and a willingness to pursue professional designations.

Formación

• Attention to detail and ability to maintain data completeness in AMS.
• Strong project and time management skills to handle multiple priorities.
• Active pursuit of professional insurance designations is preferred.

Responsabilidades

• Prepare coverage comparisons, submissions, and rate analyses for client accounts.
• Interact with clients regarding program needs and assignments.
• Back up Account Manager as needed to ensure seamless service.
• Perform loss analyses, invoicing tasks, and data reconciliation.
• Manage AMS data, including uploading policies and large schedules.
• Review COI requests and advise on invoicing allocations.
• Coordinate with internal teams during meetings and special projects.
• Limited travel expected (less than 10%).

Conocimientos

Attention to detail

Project / time management

Interpersonal skills

Problem solving

Educación

General Insurance Designation

Herramientas

MS Office

Excel

PowerPoint

Outlook

Word

Descripción del empleo

IMA Financial Group is seeking an Account Specialist to join its collaborative service team in Overland Park, KS. You will support Account Managers on large client accounts, prepare coverage and rate analyses, and handle invoicing and loss data tasks.

The role emphasizes accuracy, process rigor, and proactive client service. Ideal candidates bring experience with MS Office and AMS systems, a strong eye for detail, and a willingness to pursue professional designations.