Account Technician
IMA Financial Group
Salary undisclosed
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Description
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product
- Essential job responsibilities:
- Interacts professionally and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person
- Ability to perform functions of the role within an IMA office 50% or more of the time
- Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
- Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence
- Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR’s, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, Renewal Applications, and Audits
- Performs special projects as assigned
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Up to six months of similar or related experience preferred
- Strong computer proficiency required
- Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
- Experience with Epic preferred
- Attains and maintains professional designation or license
- Limited travel required (less than 25%)
- High School diploma required
- Bachelor’s degree preferred or equivalent experience
COMPETENCIES & TRAITS:
- Agility/Flexibility
- Self-Direction
- Interpersonal skills
- Communicating
- Technology
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, 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
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
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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.
About this role
Working as an Account Technician intern at IMA Financial Group means supporting the Commercial Lines Service Teams across a range of insurance operations tasks. You'll spend at least half your time in the Salt Lake City office handling client-facing work that flows through the Epic system—everything from processing endorsements and invoicing to ordering loss runs, managing claim reporting, and building client portal folders. The role requires strong organizational skills to juggle competing deadlines and priorities while maintaining accuracy on detail-oriented work.
You'll need solid proficiency with Microsoft Office (especially Outlook, Excel, and Word) and ideally some familiarity with Epic, though up to six months of related experience is preferred rather than required. A high school diploma is the baseline; a bachelor's degree is preferred but not essential. The position involves less than 25% travel and calls for the ability to work independently while also communicating effectively with Account Managers and service teams across phone, email, and in-person interactions. This is an in-office internship, so it's suited for someone looking to build hands-on experience in insurance operations and client service within a company that has consistently ranked among the best places to work in the industry.
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Pay for this role
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