Insurance Account Coordinator – Client Support & Admin

IMA Financial Group; Denver (CO); On-site; USD 46,000 - 60,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Job summary

IMA Financial Group in Denver, Colorado seeks an Account Coordinator to provide administrative and technical support for assigned accounts. You will handle renewals, endorsements, invoicing, and client communications with independence and in line with SOPs.

Qualifications include a high school diploma (college preferred) and 1–2 years in insurance or related admin work, plus a state P&C license or timeframe to obtain one. Proficiency in MS Office is expected.

Qualifications

• High school diploma; college preferred.
• 1–2 years insurance or related administrative experience.
• State-specific P&C license required or obtained within defined timeframe.
• Basic Microsoft Office proficiency.

Responsibilities

• Prepare and send renewal binders, auto ID cards, and invoices to clients.
• Own endorsements processing, audits and invoicing instructions.
• Maintain account data accuracy in EPIC agency management system.
• Communicate with clients on routine service items.
• Assist with AR reporting and administrative follow-up.
• Provide administrative tasks for internal and select external meetings.
• Ensure accuracy on policies and compliance with policy binding.
• Order renewal certificates and maintain certificate holder lists.
• Follow-up on Account Receivable reporting.
• Support Claim and Risk Control-related routing and documentation, ensuring items are logged, filed, and escalated appropriately per SOPs.

Skills

Strong organizational skills

Commercial insurance fundamentals

Written and verbal communication

Education

High school diploma

College preferred

Job description

IMA Financial Group in Denver, Colorado seeks an Account Coordinator to provide administrative and technical support for assigned accounts. You will handle renewals, endorsements, invoicing, and client communications with independence and in line with SOPs.

Qualifications include a high school diploma (college preferred) and 1–2 years in insurance or related admin work, plus a state P&C license or timeframe to obtain one. Proficiency in MS Office is expected.