IMA Financial Group, Inc. · 19 hours ago
Billing Assistant
United States
Full-time
Remote
Entry, Mid Level
$53K/yr - $63K/yr
2+ years expIMA Financial Group, Inc. is a recognized leader in the insurance industry, seeking a Billing Assistant to support their operations. The role involves reviewing policyholder accounts, processing payments, and providing excellent customer service while adhering to regulatory requirements.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Reviews policyholder account detail to determine amounts due and provide policyholder appropriate information
Reconcile accounts and identify issues within the billing system where necessary
Ability to take confidential payment information and process payment on behalf of policyholders
Provides excellent customer service for both internal and external Eydent employees and customers
Adheres to all in-house, local, and state requirements and regulations as billing assistant
Qualification
Required
2 to 5 years of similar or related experience required
Two-year college degree or completion of a specialized study at a business or trade school, or completion of a specialized and extensive in-house training or apprenticeship program – required
Extensive familiarity with accounting transactions, ratios, percentages, and commissions
Intermediate experience with MS Office products required (Outlook, Word, and Excel)
Preferred
Excellent oral and written communication skills 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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase