Account Specialist
IMA Financial Group
| Company | IMA Financial Group |
| Category | Sales |
| Location | Denver |
| Remote | Remote |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 6 Aug 2026 |
| Last verified | 8 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team.
Responsibilities may include but are not limited to:
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. Clients should 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
Required Experience and Skills may include but are not limited to:
Applicable experience required with specialty experience preferred
Attention to detail & ability to work within AMS and maintain data completeness standards
Achieved general insurance designation. Pursuing other insurance designation - preferred
Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
Limited travel required (less than 10%)
Competencies & Traits
Strong Insurance knowledge and/or client specialty knowledge
Financial Acumen
Agility/Flexibility
Interpersonal Skills
Problem Solving
Communicating
The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026. Salary Range $50,000 — $60,000 USD If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Salary Range $50,000 — $60,000 USD 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 an