Associate Account Specialist

IMA Financial Group•Denver, CO

About The Position

The Associate Account Specialist supports the Account Manager and Account Executive on large and complex client accounts while developing the skills needed to become an Account Specialist. The role shadows Account Managers and Account Specialists, assists with renewals, and performs account tasks under Account Executive and Account Manager oversight. The position does not yet own a book of business, though it is expected to demonstrate the competencies to do so. The role supports IMA’s core values and recognizes the importance of diversity, equity, and inclusion.

Requirements

Experience in insurance or a related industry.
Attention to detail and ability to work within EPIC while maintaining data-completeness standards.
Technical insurance and analytical skills, including coverage analysis and allocations.
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.
Developing insurance knowledge and/or client specialty knowledge.

Responsibilities

Pursue formal and informal training to develop into an Account Specialist.
Shadow Account Managers and Account Specialists and assist with renewals.
Support Account Managers and Account Executives on large and complex client accounts by preparing coverage comparisons, submissions, premium and rate comparisons, processing audits on expired or non-renewed policies, and handling special requests.
Perform loss analysis and related invoicing, trending, tracking, and reconciliation tasks.
Use the AMS to maintain detailed account information, including uploading policies and entering large schedules and driver lists.
Manage industry-specific reporting, including 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, client-specific instructions, customized Auto ID cards, and billings.
Process endorsements and billing, review cancellation notices, analyze loss data within Experience Mods, and perform deductible analysis.
Participate in internal review meetings and other meetings as requested.
Support and demonstrate IMA’s core values, including the importance of diversity, equity, and inclusion.