The IMA Financial Group, Inc. Account Technician - Commercial Lines Insurance in Wichita, Kansas
As an Account Technician and member of our Center of Excellence, you will actively participate in a team assisting the Account Managers and Account Executives in coordinating and providing IMA services to our clients.
Process policies, endorsements and audits from the Commercial Lines Teams
Assist with special projects and reports as requested (i.e. preparing spreadsheets, inputting data, checking forms, processing certificates, inputting large schedules, etc).
Assist with the renewal processes, as requested
Coordinate time frames with service teams
Prepare Experience Modification projections as directed by Account Executive or Account Managers
Assist in account servicing needs during the policy year including certificates, auto ID cards, filings, etc.
Accountable for maintaining account files including Sagitta data base, core files and transactional files
Assist or monitor reporting forms for receipt and adjustments and monthly expiration lists
Verify and reconcile accuracy of policies per the IMA proposal and Sagitta
Support the service teams by participating in the completion of all duties required to complete various projects and service accounts
Six months to two years of similar or related experience preferred
An Associate’s Degree or experience equivalent to a degree (Bachelor’s Preferred)
Excellent written and communication skills, and the ability to present and articulate complex issues in a clear and concise manner
Strong reasoning skills and the ability to analyze and interpret data
The ability to handle and prioritize multiple tasks while meeting deadlines
Demonstrated the commitment to work through projects to completion
The ability to be persuasive while maintaining good relationships
A high degree of tact and diplomacy with the ability to maintain confidentiality
Strong computer proficiency with Microsoft Office products and other programs
Prefer property and casualty license for state of business.
The willingness to complete additional duties and take on additional responsibilities as the need arises
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry.
2018 Dallas Business Journal Best Places to Work
2016 Fortune's Top 50 Workplaces for Parents
2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category
2014 Dallas Business Journal’s Healthiest Employer Finalist
2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal
2014 Kansas City Business Journal’s Healthiest Employer Finalist
2013 Kansas City Business Journal’s Healthiest Employer Honoree
2015 CoBiz Best of Colorado
2014 Colorado Biz Magazine Colorado's "Perk"iest Companies
Advertised Title: Account Technician - Commercial Lines Insurance
Posted Date Formula: 8/24/2020
External Company URL: www.imacorp.com
Street: 8200 E 32nd St E