Account Specialist

IMA Financial Group, Inc.

. Support day-to-day servicing needs for a book of middle market and large market accounts .

Posted 10/2/2026full-timeRemote • Colorado • United StatesMid-LevelSenior💰 $45,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Property and Casualty Insurance, including managing client accounts and processing insurance policies. Strong organizational and communication skills are essential for effectively supporting account management and client service initiatives.

Highest-signal resume keywords

Active Property & Casualty Insurance LicenseClient Service OrientationOrganizational SkillsMicrosoft Office ProficiencyInsurance Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ProcessingCertificate of Insurance ReviewSurplus Lines Tax CalculationBilling Transaction ManagementProject Management

Soft Skills

Attention to DetailProblem-Solving SkillsVerbal CommunicationWritten CommunicationTeam Collaboration

Tools & Technologies

EPICMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Property & Casualty Insurance License

Industry Keywords

Property InsuranceGeneral LiabilityUmbrella/Excess LiabilityWorkers' CompensationFinancial Acumen

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Active Property & Casualty Insurance License required
Basic understanding of Property, General Liability, Umbrella/Excess Liability, Workers' Compensation, and related insurance programs
Strong organizational skills with exceptional attention to detail, accuracy, and quality of work
Ability to effectively manage multiple projects and competing priorities
Strong written and verbal communication skills
Ability to work independently while collaborating effectively within a team environment
Experience with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
1–3 years of applicable insurance experience preferred
Limited travel may be required (less than 10%)
Insurance and/or industry-specific knowledge
Financial acumen
Problem-solving skills
Client service orientation

Benefits

Comp & perks

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
Well-Being Stipend
Personal and Professional Development
Part ownership through IMA's ownership business model