Account Specialist

Summary

IMA Financial Group, Inc. is seeking an Account Specialist to join its HPIEx Real Estate Program team. The role supports the day-to-day servicing of middle-market and large-market insurance accounts, partners with Account Managers and Account Executives, and delivers client service through account administration, policy processing, and issue resolution.

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 Account Managers and Account Executives on large and complex client accounts
• Serves as a temporary backup to the Account Manager as needed, ensuring clients experience no gap in service or knowledge
• Identifies issues, recommends solutions, and proactively supports Account Managers and Account Executives in resolving client concerns
• Utilizes the Agency Management System (EPIC) to maintain detailed account information, including reviewing and processing certificates of insurance, coordinating with the Real Estate Accounting team, calculating surplus lines taxes and fees, processing policies, and managing client-specific billing and premium financing requests
• Processes endorsements, billing transactions, and policy changes; reviews cancellation notices; and participates in internal review meetings and other meetings as requested
• Interacts directly with clients, both verbally and in writing, regarding program needs, service requests, and new assignments
• Understands and delivers on the unique expectations and service requirements of assigned accounts
• Works independently to manage assigned responsibilities and leads or supports special projects and client initiatives as needed

Skills

• Active Property & Casualty Insurance License
• Basic understanding of Property, General Liability, Umbrella/Excess Liability, Workers' Compensation, and related insurance programs
• Strong organizational skills with exceptional attention to detail, accuracy, and quality of work
• Ability to effectively manage multiple projects and competing priorities
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively within a team environment
• Experience with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
• Insurance and/or industry-specific knowledge
• Financial acumen
• Agility and flexibility
• Interpersonal effectiveness
• Problem-solving
• Communication skills
• Client service orientation
• Attention to detail
• Accountability
• 1-3 years of applicable insurance experience

Qualifications

Must Haves

• Active Property & Casualty Insurance License
• Basic understanding of Property, General Liability, Umbrella/Excess Liability, Workers' Compensation, and related insurance programs
• Strong organizational skills with exceptional attention to detail, accuracy, and quality of work
• Ability to effectively manage multiple projects and competing priorities
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively within a team environment
• Experience with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
• Insurance and/or industry-specific knowledge
• Financial acumen
• Agility and flexibility
• Interpersonal effectiveness
• Problem-solving
• Communication skills
• Client service orientation
• Attention to detail
• Accountability

Nice to Haves

• 1-3 years of applicable insurance experience

Benefits

• 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