Account Technician
IMA Financial Group(5 days ago)
About this role
This role involves supporting account management operations within an insurance-related environment, assisting with client needs, and managing various insurance documents and processes. It emphasizes teamwork, attention to detail, and proficiency in computer skills, particularly MS Office.
Required Skills
- MS Office
- Outlook
- Word
- Excel
- Insurance
- Customer Support
- Account Management
- Communication
- Attention to Detail
- Teamwork
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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