Loading...
Home / Account Technician

Account Technician

IMA Financial Group at a glance

SEC filings mentioning "IMA Financial Group": 124 — search EDGAR

IMA Financial Group

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

  • Supports and demonstrates IMA’s core values
  • Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product
  • Essential job responsibilities:
  • Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person
  • Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
  • Learns and supports the Account Service Cycle
  • Assists Account Managers in addressing client needs
  • Directly or through shared services manages, produces, or performs: Auto ID Cards and Certificates of Insurance, Claims Reporting and Instructions, Loss Runs and Claims Summaries, Summaries of Insurance and Coverage Towers, Policy and Endorsement Processing, Invoicing and Accounting, Applications, and Audits, Special Projects as Needed

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

  • Up to six months of similar or related experience preferred
  • Strong computer proficiency required, including experience with MS Office Suite required (specifically Outlook, Word, and Excel)
  • Basic understanding of insurance preferred, experience with Epic a plus
  • Attains and maintains professional designation or license
  • Limited travel required (less than 25%)
  • High School diploma required
  • Bachelor’s degree preferred or equivalent experience

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

#LI-AG1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
 
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development.  In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. 

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 
  • 2023 Inc. Magazine’s Best Workplaces 
  • 2023 Denver Business Journal’s Best Places to Work 
  • 2022-2023 Connecticut Top Work Places  
  • 2021-2023 Inc. 5000’s List of Fastest Growing Companies  
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 
  • 2022-2023 Kansas City Business Journal’s Best Places to Work 
  • 2021-2023 Charlotte Business Journal’s Best Places to Work  
  • 2021-2023 Los Angeles Business Journal’s Best Places to Work 
  • 2021-2023 The Salt Lake City Tribune Top Work Places 
  • 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 
  • 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 
  • 2021 Dallas Business Journal’s Best Places to Work 
  • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.  

To apply for this job please visit imacorp.com.

Explore IMA Financial Group online

What people say about IMA Financial Group

Recent news

Aggregated from public discussions and news; opinions are the authors’ own.

Working in Salt Lake City, Salt Lake County

Weather right now in Salt Lake City, Salt Lake County: checking… · Local time: · Air quality: · Daylight: · UV index:

Utah is a landlocked state in the Mountain West subregion of the Western United States. It is one of the Four Corners states, sharing a border with Arizona, Colorado, and New Mexico. It also borders Wyoming to the northeast, Idaho to the north, and Nevada to the west. In comparison to all the U.S. states and territories, Utah, with a population of just over three million, is the 13th-largest by ar

🇺🇸 Relocation safety for US: Exercise Normal Caution — via Warnely, CC BY 4.0

National unemployment rate in US: 4.2% — via World Bank

Recent seismic activity: 1 earthquake (M4.5+) within 200km in the last 6 months — largest M4.7 near 40 km S of Evanston, Wyoming. via USGS

  • Elevation 1,311m (4,301 ft)

Source: Wikipedia (state)

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

Add application deadline to calendar

Browse all jobs at IMA Financial Group →

Keep exploring on Get A Job.ai

Not quite the right fit? Your next opportunity is a click away.

Hiring instead? Post a job and reach candidates searching right now.

More jobs you might like