Account Coordinator

IMA Financial Group•Denver, CO

44d

About The Position

The account coordinator provides comprehensive administrative and technical support for assigned accounts, handling standard deliverables and moderately complex tasks with independence and defined client interaction. Aligns work to client needs as part of the support team.

Requirements

Strong organizational and prioritization skills
Basic knowledge of commercial insurance fundamentals
Effective written and verbal communication
Collaborative
Attention to detail
High school diploma; college preferred
1-2 years insurance or related administrative experience
State-specific P&C license required (or obtained within a defined timeframe, per market/state requirements)
Basic Microsoft Office proficiency

Responsibilities

Prepare and send renewal binders, auto ID cards, and invoices to clients
Own endorsements processing, audits and invoicing instructions
Maintain account data accuracy in EPIC agency management system
Communicate with clients on routine service items
Assist with AR reporting and administrative follow-up
Provide administrative tasks for internal and select external meetings
Ensure accuracy on policies and compliance with policy binding
Order renewal certificates and maintain certificate holder lists
Follow-up on Account Receivable reporting
Support Claim and Risk Control-related routing and documentation, ensuring items are logged, filed, and escalated appropriately per SOPs.