Insurance Account Specialist

1 week ago

Houston, Texas, United States IMA Financial Group Full time
Job Title: Associate Account Specialist

As an Associate Account Specialist at IMA Financial Group, you will be part of a collaborative service team that works with large and complex client accounts. Your role will involve supporting and demonstrating IMA's core values, pursuing formal and informal training to develop into an Account Specialist, and assisting Account Managers and Account Executives on renewals.

Key Responsibilities:
  • Supports and demonstrates IMA's core values
  • Pursues formal and informal training to develop into Account Specialist
  • Assists Account Managers and Account Executives on renewals
  • Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests
  • Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking, and reconciliation
  • Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
  • Controls industry specific reporting (well reporting, builder's risk, etc.)
  • Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
  • Performs other general tasks, including endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis, and participates in internal review meetings and other meetings as requested
Requirements:
  • Experience in insurance or related industry
  • Attention to detail & ability to work within AMS and maintain data completeness standards
  • Possesses technical insurance and analytical skills, such as coverage analysis & allocations
  • Project and time management skills to manage multiple priorities and to keep processes moving from start to finish
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
  • Developing insurance knowledge and/or client specialty knowledge
Why Join IMA?

We've built a reputation for putting our associates first. As an Associate Account Specialist, you will be part of an entrepreneurial, expanding company that develops lasting relationships, earns competitive benefits, and offers a unique ownership business model. We work in teams, sell in teams, and 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, with numerous awards and recognition for being a great place to work. Our benefits package is cost-effective, convenient, and provides 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 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, Health Club Reimbursement, Personal and Professional Development.

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