Account Technician
IMA Financial Group(1 day ago)
About this role
An entry-level Account Service Representative at IMA Financial Group supporting the account service function within the insurance brokerage. The role contributes to client service delivery and administrative coordination for account teams while providing opportunities for professional development and benefits.
Required Skills
- Customer Service
- Account Support
- MS Office
- Excel
- Outlook
- Claims Reporting
- Policy Processing
- Invoicing
- Attention To Detail
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree Preferred
- Professional License
About IMA Financial Group
imacorp.comIMA 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.
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