Insurance Account & Solutions Specialist

IMA Financial Group, Inc.; Fort Worth (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. seeks an Account Specialist to support Account Managers and Executives on large client accounts, preparing coverage and premium comparisons, auditing policies, and handling client requests.

The role involves interaction with clients and delivering on unique client expectations within diverse accounts. Strong MS Office skills, attention to detail, insurance knowledge, and project management are essential.

Qualifications

• Applicable experience required with specialty experience preferred.
• Attention to detail & ability to work within AMS and maintain data completeness standards.
• Achieved general insurance designation. Pursuing other insurance designation - preferred.
• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish.
• Experience with MS Office products required (PowerPoint, Outlook, Word, Excel).
• Limited travel required (less than 10%).
• Strong Insurance knowledge and/or client specialty knowledge.
• Agility/Flexibility
• Interpersonal Skills
• Problem Solving
• Communicating.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• 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.
• Interact with clients (written or verbal) regarding special program needs and new assignments.
• Understand and deliver on unique client expectations within book of business.
• Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
• Ability to problem-solve and suggest proactive solutions to AM and AE.
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
• Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Controls industry specific reporting (well reporting, builder's risk, etc.)
• 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.
• Ability to work independently, lead project special assignments.
• Supports as needed in special client projects

Skills

Attention to detail

Project / time management

Interpersonal Skills

Problem Solving

Communicating

Education

Insurance designation

Tools

MS Office

Job description

IMA Financial Group, Inc. seeks an Account Specialist to support Account Managers and Executives on large client accounts, preparing coverage and premium comparisons, auditing policies, and handling client requests.

The role involves interaction with clients and delivering on unique client expectations within diverse accounts. Strong MS Office skills, attention to detail, insurance knowledge, and project management are essential.