Account Specialist (Commercial Lines)

Company: IMA Financial Group
Location: Dallas
Posted on: September 20, 2023

Job Description:

What You'll Do Supports and demonstrates IMA's core values. Values and understands the importance of diversity, equity, and inclusion among all IMA associates. 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. Interact with clients (written or verbal) regarding special program needs and new assignments Understand and deliver on unique client expectations within book of business Temporarily back up AM as needed. Clients should not feel a gap in service knowledge. Ability to problem-solve and suggest proactive solutions to AM and AE Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation. Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property. 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. Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested. Ability to work independently, lead project special assignments Supports as needed in special client projects You Should Have: 3+ yrs. applicable experience required with specialty experience preferred Attention to detail & ability to work within AMS and maintain data completeness standards Achieved general insurance designation. Pursuing other insurance designation - preferred Project / 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) Limited travel required (less than 10%) This Job Description is not a complete statement of all duties and responsibilities comprising this position. #LI-MA1 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, EcoPass, Montly Parking Reimbursement, 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, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, and Personal and Professional Development. 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. 2020-2022 Business Insurance Magazine Best Places to Work in Insurance 2021-2022 Inc. 5000's List of Fastest Growing Companies 2022 Kansas City Business Journal's Best Places to Work 2021-2022 Los Angeles Business Journal's Best Places to Work 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Denver Business Journal's Best Places to Work 2021 Dallas Business Journal's Best Places to Work 2021 Utah Business Best Companies to Work for in Utah 2021 Alaska Journal of Commerce's Best Workplaces in Alaska 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2021 Wichita Business Journal's Fastest Growing Companies List Employment Type: Full Time

Keywords: IMA Financial Group, Dallas , Account Specialist (Commercial Lines), Accounting, Auditing , Dallas, Texas