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IMA Financial Group

Insurance, risk management, and wealth advisory

Account Coordinator

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeDenver, CO, USAIn-person

About the Job

Requirements

  • A high school diploma is required.
  • One to two years of insurance or related administrative experience is required.
  • A state-specific property and casualty license is required, or must be obtained within the applicable defined timeframe for the market or state.
  • Basic proficiency in Microsoft Office is required.
  • Basic knowledge of commercial insurance fundamentals is required.
  • Strong organizational and prioritization skills are required.
  • Effective written and verbal communication skills are required.
  • Attention to detail is required.

Responsibilities

  • Prepare and send renewal binders, automobile identification cards, and invoices to clients.
  • Process endorsements, audits, and invoicing instructions independently for assigned accounts.
  • Maintain accurate account data in the EPIC agency management system.
  • Communicate with clients about routine service items.
  • Assist with accounts receivable reporting and administrative follow-up.
  • Provide administrative support for internal and select external meetings.
  • Ensure policy accuracy and compliance with policy binding requirements.
  • Order renewal certificates and maintain certificate holder lists.
  • Support claim- and risk-control-related routing and documentation, ensuring items are logged, filed, and escalated appropriately according to standard operating procedures.
  • Align work to client needs as part of the support team.

Desired Qualifications

  • College education 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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