Account Specialist - Hospitality

IMA Financial Group•Wichita, KS

1d•Hybrid

About The Position

Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team. They support and demonstrate IMA’s core values, valuing and understanding the importance of diversity, equity, and inclusion among all IMA associates. This role provides essential support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, and premium & rate comparisons. They also process audits on expired and/or non-renewed policies and handle other special requests. The Account Specialist interacts with clients (written or verbal) regarding special program needs and new assignments, understanding and delivering on unique client expectations within their book of business. They are responsible for problem-solving and suggesting proactive solutions to the AM and AE, and for loss analysis and related tasks such as invoicing, trending, tracking, and reconciliation. Additionally, they manage assigned special client needs like allocation spreadsheets and control industry-specific reporting. They review certificate of insurance requests and provide direction to the COE, and handle other general tasks including endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis, and participation in internal review meetings. The role requires the ability to work independently and lead project special assignments, supporting special client projects as needed.

Requirements

Applicable experience required with specialty experience preferred
Attention to detail & ability to work within AMS and maintain data completeness standards
Achieved general insurance designation.
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)

Nice To Haves

Pursuing other insurance designation - preferred
Project / time management skills to manage multiple priorities and to keep processes moving from start to finish

Responsibilities

Supports and demonstrates IMA’s core values.
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
Interact with clients (written or verbal) regarding special program needs and new assignments.
Understand and deliver on unique client expectations within book of business.
Temporarily back up AM as needed, ensuring clients do not feel a gap in service knowledge.
Ability to problem-solve and suggest proactive solutions to AM and AE.
Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.).
Controls industry specific reporting (well reporting, builder's risk, etc.).
Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
Ability to work independently, lead project special assignments.
Supports as needed in special client projects.