Insurance Accounts Coordinator – Renewal & Service Lead

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

Benefits offered by this job

Annual bonus

Stock purchase

Medical plan

Dental plan

Vision plan

401(k)

Job summary

IMA Financial Group, Inc. is seeking an Account Coordinator in Denver to provide comprehensive administrative and technical support for assigned accounts, handling standard deliverables and moderately complex tasks with independence and client interaction.

You will prepare renewal binders, IDs, invoices, manage endorsements, maintain data in EPIC, and assist with AR and meeting support, ensuring policy accuracy and compliance.

Qualifications

• 1–2 years insurance or related administrative experience
• State-specific P&C license required (or obtained within a 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

Organizational skills

Insurance fundamentals

Written & verbal communication

Education

High school diploma

College preferred

Tools

Microsoft Office

Job description

IMA Financial Group, Inc. is seeking an Account Coordinator in Denver to provide comprehensive administrative and technical support for assigned accounts, handling standard deliverables and moderately complex tasks with independence and client interaction.

You will prepare renewal binders, IDs, invoices, manage endorsements, maintain data in EPIC, and assist with AR and meeting support, ensuring policy accuracy and compliance.