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Account Specialist at IMA Financial Group - ApplyBlast

Account Specialist

IMA Financial Group

27 days ago

3.8 on Glassdoor

Denver, Colorado, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

IMA is seeking an Account Specialist to join its Construction service team, providing day-to-day support to Account Managers and Executives for Middle Market and Large Market accounts. The role involves managing client requests, processing invoices and certificates, and utilizing the EPIC Agency Management System to maintain account data. This position requires onsite work in the Denver office three days per week.

Responsibilities

Support Account Managers and Executives on large and complex client accounts
Process invoicing, accounting, endorsements, certificates, and audit reconciliations
Utilize Agency Management System to manage account details and client requests

Skills

Qualifications

Property & Casualty Insurance license

About IMA Financial Group

imacorp.com

Headquarters

Denver, Colorado, United States

Company Size

1001-5000 employees

Founded

1974

View Profile

IMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.