IMA FINANCIAL GROUP Account Representative (Commercial Lines / COE) Salary in the United States

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.  We are recognized nationally as a leader in our industry.

• 2018 Dallas Business Journal Best Places to Work
• 2016 Fortune's Top 50 Workplaces for Parents
• 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category
• 2014 Dallas Business Journal’s Healthiest Employer Finalist
• 2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal
• 2014 Kansas City Business Journal’s Healthiest Employer Finalist 
• 2013 Kansas City Business Journal’s Healthiest Employer Honoree
• 2015 CoBiz Best of Colorado
• 2014 Colorado Biz Magazine Colorado's "Perk"iest Companies

What You’ll Do

As an Account Representative and member of our Center of Excellence, you will actively participate in a team assisting the Account Managers and Account Executives in coordinating and providing IMA services to our clients.

• Process policies, endorsements and audits from the Commercial Lines Teams

• Assist with special projects and reports as requested (i.e. preparing spreadsheets, inputting data, checking forms, processing certificates, inputting large schedules, etc).

• Assist with the renewal processes, as requested
• Coordinate time frames with service teams
• Prepare Experience Modification projections as directed by Account Executive or Account Managers
• Assist in account servicing needs during the policy year including certificates, auto ID cards, filings, etc. 
• Accountable for maintaining account files including Sagitta data base, core files and transactional files
• Assist or monitor reporting forms for receipt and adjustments and monthly expiration lists
• Verify and reconcile accuracy of policies per the IMA proposal and Sagitta
• Support the service teams by participating in the completion of all duties required to complete various projects and service accounts

You Should Have:

• An Associate’s Degree or experience equivalent to a degree (Bachelor’s Preferred)
• Excellent written and communication skills, and the ability to present and articulate complex issues in a clear and concise manner
• Strong reasoning skills and the ability to analyze and interpret data
• The ability to handle and prioritize multiple tasks while meeting deadlines
• Demonstrated the commitment to work through projects to completion
• The ability to be persuasive while maintaining good relationships
• A high degree of tact and diplomacy with the ability to maintain confidentiality
• Strong computer proficiency with Microsoft Office products and other programs

• Prefer property and casualty license for state of business.

• The willingness to complete additional duties and take on additional responsibilities as the need arises

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.