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 meet client expectations and maintain continuity of service. The role handles account servicing, insurance analysis, reporting, policy and endorsement processing, billing-related tasks, and special client requests. It requires close attention to detail, strong insurance and client knowledge, and the ability to manage multiple priorities and projects independently. Limited travel is required (less than 10%).

Requirements

Applicable experience is required.
Ability to work with EPIC and maintain data completeness standards.
An achieved general insurance designation.
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.
Ability to travel as required; travel is limited to less than 10%.

Nice To Haves

Specialty experience.
Pursuit of another insurance designation.
Strong insurance knowledge and/or client specialty knowledge.
Financial acumen.
Agility and flexibility.
Interpersonal skills.
Problem-solving skills.
Communication skills.

Responsibilities

Support and demonstrate IMA’s core values, including understanding and valuing diversity, equity, and inclusion among associates.
Support Account Managers and Account Executives on large and complex accounts by preparing coverage comparisons, submissions, premium and rate comparisons, policy audits, and other special requests.
Communicate with clients in writing or verbally about special program needs and new assignments.
Understand and deliver on the unique expectations of clients within the assigned book of business.
Temporarily back up Account Managers as needed and maintain continuity of service knowledge.
Identify problems and suggest proactive solutions to Account Managers and Account Executives.
Perform loss analysis and loss-related invoicing, trending, tracking, and reconciliation tasks.
Handle assigned special client needs, including allocation spreadsheets prepared monthly, quarterly, annually, or as requested.
Use EPIC to maintain detailed account information, including uploading policies and entering schedules and driver lists.
Manage industry-specific reporting, including well reporting and builder’s risk reporting.
Review certificates of insurance requests and provide direction to the COE on invoicing allocations, surplus lines, policy processing, master certificates of insurance, customized auto ID cards, billing, and client-specific instructions.
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.