Note: The job is a remote job and is open to candidates in USA. IMA Financial Group, Inc. is seeking an Account Specialist for its HPIEx Real Estate Program team. The role supports day-to-day servicing of middle and large market accounts, working with Account Managers and Account Executives to resolve client needs and process insurance policies, billing, and account information.
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
Benefits
- For non-internship roles: Annual Performance Bonus
- For non-internship roles: Stock Purchase
- For non-internship roles: Medical Plans
- For non-internship roles: Prescription Drugs
- For non-internship roles: Dental
- For non-internship roles: Vision
- For non-internship roles: Family Assistance Program
- For non-internship roles: FSA
- For non-internship roles: HSA
- For non-internship roles: Pre-Tax Parking Plan
- For non-internship roles: 401(k)
- For non-internship roles: Life/AD&D
- For non-internship roles: Accident
- For non-internship roles: Critical Illness
- For non-internship roles: Hospital Indemnity
- For non-internship roles: Long Term Care
- For non-internship roles: Short-term Disability
- For non-internship roles: Long-term Disability
- For non-internship roles: Business Travel Accident
- For non-internship roles: Identity Theft
- For non-internship roles: Paid Time Off
- For non-internship roles: Flexible Work Options
- For non-internship roles: Paid Holidays
- For non-internship roles: Sabbatical
- For non-internship roles: Gift Matching
- For non-internship roles: Well-Being Stipend
- For non-internship roles: Personal and Professional Development
- Eligible for remote work
Company Overview