[Hiring] Account Specialist @IMA Financial Group

Role Description

IMA is seeking an Account Specialist to join our HPIEx Real Estate Program team. Account Specialists are the backbone of a highly collaborative and dynamic service team. This role is responsible for supporting the day-to-day servicing needs of a book of business, primarily consisting of middle market and large market accounts, while partnering closely with Account Managers and Account Executives to deliver exceptional client service. This position is eligible for remote work.

• 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
  • 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.

Qualifications

• 1-3 years of applicable insurance experience preferred.
• Active Property & Casualty Insurance License required.
• 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.
• Limited travel may be required (less than 10%).

Requirements

• Insurance and/or industry-specific knowledge
• Financial acumen
• Agility and flexibility
• Interpersonal effectiveness
• Problem-solving
• Communication skills
• Client service orientation
• Attention to detail
• Accountability

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