IMA Financial Group, Inc.

Account Specialist

• Support day-to-day servicing needs for a book of middle market and large market accounts
• Provide support to Account Managers and Account Executives on large and complex client accounts
• Serve as temporary backup to the Account Manager as needed
• Identify issues, recommend solutions, and help resolve client concerns
• Use EPIC to maintain detailed account information
• Review and process certificates of insurance
• Coordinate with the Real Estate Accounting team
• Calculate surplus lines taxes and fees
• Process policies, endorsements, billing transactions, and policy changes
• Manage client-specific billing and premium financing requests
• Review cancellation notices
• Participate in internal review meetings and other meetings as requested
• Interact directly with clients verbally and in writing regarding program needs, service requests, and new assignments
• Manage assigned responsibilities independently
• Lead or support special projects and client initiatives as needed

Financial Planning and Analysis

• Support IMA’s core values
• Value and understand the importance of diversity, equity, and inclusion among IMA associates
• Support the Accounting and Finance department on special projects
• Assist with the corporate annual budget and quarterly forecast roll-up
• Assist with monthly financial and management reporting for all divisions and departments, including Board representatives
• Contribute to project, initiative, business case, and ad hoc scenario analyses, providing insights and recommendations
• Participate in Finance & Accounting systems evolution, including system evaluation, selection, and integration
• Develop subject matter expertise in systems functionality and reporting
• Participate in industry benchmarking studies
• Assist with internal modeling to evaluate acquisition prospects
• Analyze customer and product profitability
• Assist in developing management reporting tailored to leaders’ needs
• Assist in developing data integrity and consistency programs and structures
• Develop analytical skills in valuation techniques and financial modeling

Financial Analyst

Executive

• Support and demonstrate IMA’s core values
• Interact professionally and timely with clients via email, phone, and in-person
• Maintain a proactive approach focused on claim strategies and resolutions
• Advocate for timely, optimal resolution of client claim matters
• Communicate pertinent claim information to internal and external clients
• Maintain strong internal and external client relationships
• Apply subject matter knowledge and expertise across multiple coverage lines
• Participate in presentations, including new business, RFPs, claim reviews, and renewals
• Develop strong working knowledge of IMA computer systems and programs
• Assist the Claim Manager with claim staff onboarding, training, and development
• Develop and expand relationships with carriers, TPAs, legal resources, and consultants
• Lead and contribute to Claim Projects and other assigned tasks
• Attend insurance-related seminars and continuing education classes

Claims Executive

Account Manager

• Join the Personal Lines team as an Account Manager
• Build and maintain strong client relationships
• Deliver exceptional customer service
• Support training, team building, and strategic meetings through in-person collaboration
• Work as part of IMA's team-based operating model

Account Specialist

Financial Analyst

Claims Executive

Personal Lines Account Manager