Account Technician
IMA Financial Group(4 days ago)
About this role
The role supports insurance account management by assisting with administrative tasks, client interactions, and document processing, in alignment with the company's core values. It involves learning the insurance process and contributing to service delivery to clients.
Required Skills
- Microsoft Office
- Outlook
- Word
- Excel
- Insurance
- Customer Service
- Account Management
- Claims Processing
- Documentation
- Communication
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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