IMA Financial Group, Inc. · 2 months ago
Commercial Associate Account Manager II
IMA Financial Group is an entrepreneurial company recognized nationally as a leader in the insurance industry. The Commercial Associate Account Manager II will manage policy databases, process endorsements, and prepare renewal information while adhering to company regulations.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Manage database including policy information and specification information
Order, check, and process endorsements and audit
Preparation of renewal information for renewal marketing
Policy checking
Premium Loss Resume Creation
Request premium finance quotes from the Accounting department and premium allocation as needed
Adhere to all Parker, Smith & Feek systems and procedures and insurance company regulations
Special projects as requested including but not limited to: Contract review, quote review, proposal review and updates
Qualification
Required
Basic understanding of insurance
Strong written and verbal communication skills
Computer literacy and demonstrated ability
Math aptitude
State of residency Producer's License – can work toward this at hiring time
High school diploma or equivalent
Minimum one (1) years insurance experience – we are open to someone without experience
Working towards industry-approved designation – we will want this to start in the first year of employment
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.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
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