Account Representative

Company: IMA Financial Group
Location: Wichita
Posted on: April 18, 2024

Job Description:

What You'll Do IMA's Wichita Construction group is seeking an Account Specialist to join our team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests. Responsibilities include, but are not limited to: Interact with clients regarding special program needs and new assignments Understand and deliver on unique client expectations within book of business Temporarily back up AM as needed Problem-solve and suggest proactive solutions to Account Manager and Account Executive 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 Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.) Control industry specific reporting (well reporting, builder's risk, etc.) Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc. Endorsement processing and 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 Support as needed in special client projects Support and demonstrate IMA's core values Value and understand the importance of diversity, equity, and inclusion among all IMA associates You Should Have: 3+ years of applicable experience required Construction specialty experience preferred Achieved general insurance designation. Pursuing other insurance designation - preferred 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-AS1 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, Wichita , Account Representative, Accounting, Auditing , Wichita, Kansas