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IMA Financial Group, Inc.

Account Coordinator at IMA Financial Group, Inc.

Denver, COFull-timeCommercial LinesPosted 12 days ago
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About the Role

<p><span data-contrast="none">The account coordinator provides comprehensive administrative and technical support for assigned accounts, handling standard deliverables and moderately complex tasks with independence and defined client interaction. Aligns work to client needs as part of the support team. </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></p> <p><span data-contrast="none"><span data-ccp-parastyle="heading 2">Essential Job Duties I</span></span><span data-contrast="none"><span data-ccp-parastyle="heading 2">nclude B</span><span data-ccp-parastyle="heading 2">ut Are Not Limited To</span><span data-ccp-parastyle="heading 2">:</span></span><span data-ccp-props="{&quot;134245418&quot;:true,&quot;201341983&quot;:2,&quot;335559739&quot;:120,&quot;335559740&quot;:260}">&nbsp;</span></p> <ul> <li style="text-align: left;"><span data-contrast="none">Prepare and send renewal binders, auto ID cards, and invoices to clients</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Own endorsements processing, audits and invoicing instructions</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Maintain account data accuracy in EPIC agency management system </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Communicate with clients on routine service items </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Assist with AR reporting and administrative follow-up </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Provide administrative tasks for internal and select external meetings </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Ensure accuracy on policies and compliance with policy binding&nbsp;</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Order renewal certificates and maintain certificate holder lists</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Follow-up on Account Receivable reporting&nbsp;</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li style="text-align: left;"><span data-contrast="none">Support Claim and Risk Control-related routing and documentation, ensuring items are logged, filed, and escalated appropriately per SOPs.</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> </ul> <p><span data-contrast="none"><span data-ccp-parastyle="heading 2">Key Strengths And Traits</span> I</span><span data-contrast="none"><span data-ccp-parastyle="heading 2">nclude B</span><span data-ccp-parastyle="heading 2">ut Are Not Limited To</span><span data-ccp-parastyle="heading 2">:</span></span><span data-ccp-props="{&quot;134245418&quot;:true,&quot;201341983&quot;:2,&quot;335559739&quot;:120,&quot;335559740&quot;:260}">&nbsp;</span></p> <ul> <li><span data-contrast="none">Strong organizational and prioritization skills </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li><span data-contrast="none">Basic knowledge of commercial insurance fundamentals </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li><span data-contrast="none">Effective written and verbal communication </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li><span data-contrast="none">Collaborative</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li><span data-contrast="none">Attention to detail</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> </ul> <p><span data-contrast="none"><span data-ccp-parastyle="heading 2">Qualifications</span></span><span data-ccp-props="{&quot;134245418&quot;:true,&quot;201341983&quot;:2,&quot;335559739&quot;:120,&quot;335559740&quot;:260}">&nbsp;</span></p> <ul> <li><span data-contrast="none">High school diploma; college preferred </span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li><span data-contrast="none">1-2 years insurance or related administrative experience</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li><span data-contrast="none">State-specific P&amp;C license required (or obtained within a defined timeframe, per market/state requirements)</span><span data-ccp-props="{&quot;134233279&quot;:false,&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> <li><span data-contrast="none">Basic Microsoft Office proficiency</span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559740&quot;:260}">&nbsp;</span></li> </ul> <p><em>The anticipated posting timeline for this opportunity is 09/23/2026-10/23/2026.</em></p> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="title">Salary Range</div><div class="pay-range"><span>$46,000</span><span class="divider">&mdash;</span><span>$60,000 USD</span></div></div></div><div class="content-conclusion"><p><strong>Compensation &amp; Benefits</strong></p> <p>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:<br>&nbsp;<br>Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&amp;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, <span data-teams="true">Well-Being Stipend</span>, Personal and Professional Development.&nbsp; 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.&nbsp;</p> <p><span style="text-decoration: underline;"><strong><span data-teams="true">*These benefits do not apply to internship roles.</span></strong></span></p> <p><strong>Why Join IMA?</strong></p> <p><strong>We’ve built a reputation for putting our associates first</strong></p> <p>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.</p> <p><strong>We work in teams. We sell in teams. We win and prosper as a team</strong></p> <p>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.</p> <p><strong>We are recognized nationally as a leader in our industry</strong></p> <p>• &nbsp; &nbsp;Business Insurance Magazine – Best Places to Work in Insurance&nbsp;<br>• &nbsp; &nbsp;US Insurance Awards – Community Outreach Project of the Year<br>• &nbsp; &nbsp;U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist<br>• &nbsp; &nbsp;Inc. Magazine Best Workplaces&nbsp;<br>• &nbsp; &nbsp;Inc. 5000 – List of Fastest Growing Companies &nbsp;<br>• &nbsp; &nbsp;Alaska Journal of Commerce – Best Workplaces in Alaska&nbsp;<br>• &nbsp; &nbsp;Charlotte Business Journal – Best Places to Work &nbsp;<br>• &nbsp; &nbsp;Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies&nbsp;<br>• &nbsp; &nbsp;Connecticut Top Workplaces &nbsp;<br>• &nbsp; &nbsp;Dallas Business Journal – Best Places to Work&nbsp;<br>• &nbsp; &nbsp;Denver Business Journal – Best Places to Work<br>• &nbsp; &nbsp;Denver Business Journal – Fast 50<br>• &nbsp; &nbsp;Kansas City Business Journal – Best Places to Work&nbsp;<br>• &nbsp; &nbsp;Los Angeles Business Journal – Best Places to Work&nbsp;<br>• &nbsp; &nbsp;Puget Sound Business Journal – Washington’s Best Workplaces&nbsp;<br>• &nbsp; &nbsp;Tampa Bay Times – Best Workplaces<br>• &nbsp; &nbsp;The Salt Lake City Tribune Top Workplaces&nbsp;<br>• &nbsp; &nbsp;Utah Business – Best Places to Work<br>• &nbsp; &nbsp;Wichita Business Journal – Best Places to Work</p> <p><em>This Job Description is not a complete statement of all duties and responsibilities comprising this position.</em></p> <p><em>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.&nbsp; 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. &nbsp;</em></p> <p>&nbsp;</p></div>