Account Technician

IMA Financial Group•Salt Lake City, UT

17h

About The Position

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product Essential job responsibilities: Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail Learns and supports the Account Service Cycle Assists Account Managers in addressing client needs Directly or through shared services manages, produces, or performs: Auto ID Cards and Certificates of Insurance, Claims Reporting and Instructions, Loss Runs and Claims Summaries, Summaries of Insurance and Coverage Towers, Policy and Endorsement Processing, Invoicing and Accounting, Applications, and Audits, Special Projects as Needed This Job Description is not a complete statement of all duties and responsibilities comprising this position. #LI-AG1 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. Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. 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 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine’s Best Workplaces 2023 Denver Business Journal’s Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000’s List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal’s Best Places to Work 2021-2023 Charlotte Business Journal’s Best Places to Work 2021-2023 Los Angeles Business Journal’s Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal’s Best Places to Work 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 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.

Requirements

Up to six months of similar or related experience preferred
Strong computer proficiency required, including experience with MS Office Suite required (specifically Outlook, Word, and Excel)
Basic understanding of insurance preferred, experience with Epic a plus
Attains and maintains professional designation or license
Limited travel required (less than 25%)
High School diploma required

Nice To Haves

Bachelor’s degree preferred or equivalent experience

Responsibilities

Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person
Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
Learns and supports the Account Service Cycle
Assists Account Managers in addressing client needs
Directly or through shared services manages, produces, or performs: Auto ID Cards and Certificates of Insurance, Claims Reporting and Instructions, Loss Runs and Claims Summaries, Summaries of Insurance and Coverage Towers, Policy and Endorsement Processing, Invoicing and Accounting, Applications, and Audits, Special Projects as Needed

Benefits

Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Health Club Reimbursement
Personal and Professional Development
In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.