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IMA Financial Group

Insurance, risk management, and wealth advisory

Global Account Specialist

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Applicable experience is required; specialty experience is preferred.
  • Attention to detail and the ability to work within an account management system and maintain data completeness standards are required.
  • A general insurance designation is required; pursuing another insurance designation is preferred.
  • Project and time management skills are required to manage multiple priorities and keep processes moving from start to finish.
  • Experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel, is required.
  • Limited travel is required (less than 10%).
  • Strong insurance knowledge and/or client specialty knowledge is required.
  • Financial acumen is required.
  • Agility and flexibility are required.
  • Interpersonal skills are required.
  • Problem-solving skills are required.
  • Communication skills are required.

Responsibilities

  • Support the Account Manager and Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium and rate comparisons, processing audits on expired and/or non-renewed policies, and handling other special requests.
  • Interact with clients, in writing or verbally, regarding special program needs and new assignments.
  • Understand and deliver on unique client expectations within the assigned book of business.
  • Temporarily back up the Account Manager as needed so that clients do not experience a gap in service knowledge.
  • Problem-solve and suggest proactive solutions to the Account Manager and Account Executive.
  • Handle loss analysis and loss-specific tasks related to invoicing, trending, tracking, and reconciliation.
  • Handle assigned special client needs, including allocation spreadsheets monthly, quarterly, annually, or as requested, for a specific line of coverage or all lines of coverage based on entities, locations, or property ownership.
  • Use the account management system to maintain detailed account information, including uploading policies and entering large schedules and driver lists.
  • Control industry-specific reporting, including well reporting and builder's risk reporting.
  • Review certificate of insurance requests and provide direction to the Center of Excellence regarding invoicing allocations, surplus lines, policy processing, master certificates of insurance, client-specific instructions, customized auto ID cards, and billings.
  • Perform general tasks including endorsement processing and billing, reviewing cancellation notices, analyzing loss data within experience modifiers, conducting deductible analysis, and participating in internal review meetings and other meetings as requested.
  • Work independently and lead special project assignments.
  • Support special client projects as needed.

Desired Qualifications

  • Specialty experience is preferred.
  • Pursuing another insurance designation is preferred.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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