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IMA Financial Group, Inc. · 1 day ago

Account Specialist

Dallas-Fort Worth, TX

Full-time

Onsite

Mid Level

IMA Financial Group is seeking an Account Specialist to join their dynamic Commercial Lines team based in Dallas. The role involves collaborating with clients and carriers, supporting Account Managers and Executives, and ensuring client satisfaction through effective communication and problem-solving.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

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. 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

Qualification

Insurance designationAMS proficiencyMS Office proficiencyProject managementAttention to detailClient interactionProblem-solvingTeam collaboration

Required

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)

Project / time management skills to manage multiple priorities and to keep processes moving from start to finish

Limited travel required (less than 10%)

Preferred

Pursuing other insurance designation - preferred

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

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974