Billing Assistant

IMA Financial Group(10 days ago)

HybridFull TimeMedior$53,000 - $63,000Finance

About this role

Billing Assistant at IMA Financial Group supports policyholder account management and assists with billing records, reconciliations, and payment processing. The role operates within the finance function of an insurance firm, emphasizes regulatory compliance, and contributes to the company’s culture and inclusion initiatives.

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Required Skills

Customer Service
Payment Processing
Account Reconciliation
Accounting
Excel
Outlook
Word
Communication
Regulatory Compliance
Commissions

Qualifications

Two-Year College Degree
Trade School Completion
In-House Training/Apprenticeship

About IMA Financial Group

imacorp.com

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.

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