Account Specialist/Coordinator

IMA Financial Group•Wichita, KS

About The Position

The Account Specialist/Coordinator supports Account Managers and Account Executives on large and complex client accounts, helping deliver on client-specific expectations and special program needs. The role handles account documentation, coverage and premium comparisons, policy audits, loss analysis, reporting, certificates of insurance, endorsements, billing, and other account service tasks. It may temporarily back up an Account Manager and lead or support special projects. The position requires attention to detail, insurance knowledge, the ability to manage multiple priorities, and strong communication and problem-solving skills. Limited travel is required (less than 10%). The role supports IMA’s core values and its commitment to diversity, equity, and inclusion. This job description is not a complete statement of all duties and responsibilities.

Requirements

Applicable experience is required.
Attention to detail and ability to work within EPIC while maintaining data completeness standards.
Project and time-management skills to manage multiple priorities and keep processes moving from start to finish.
Experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel.
Limited travel, less than 10%, is required.
Strong insurance knowledge and/or client specialty knowledge.
Financial acumen.
Agility and flexibility.
Interpersonal skills.
Problem-solving skills.
Communication skills.

Nice To Haves

Specialty experience.
Pursuing another insurance designation.

Responsibilities

Support and demonstrate IMA’s core values.
Value and understand the importance of diversity, equity, and inclusion among IMA associates.
Support Account Managers and Account Executives on large and complex client accounts by preparing coverage comparisons, submissions, premium and rate comparisons, policy audits, and other special requests.
Interact with clients in writing or verbally regarding special program needs and new assignments.
Understand and deliver on unique client expectations within the assigned book of business.
Temporarily back up the Account Manager as needed so clients experience no gap in service knowledge.
Problem-solve and suggest proactive solutions to the Account Manager and Account Executive.
Perform loss analysis and related tasks involving invoicing, trending, tracking, and reconciliation.
Handle assigned special client needs, including allocation spreadsheets on requested schedules and across specified coverage lines, entities, locations, or property ownership.
Use EPIC to maintain detailed account information, including uploading policies and entering schedules and driver lists.
Control industry-specific reporting, such as well reporting and builder’s risk reporting.
Review certificate of insurance requests and provide direction to the COE on invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client-specific instructions for customized Auto ID cards and billings.
Process endorsements and billing; review cancellation notices; analyze loss data within Experience Mods and conduct deductible analysis.
Participate in internal review meetings and other meetings as requested.
Work independently and lead special project assignments.
Support special client projects as needed.