Account Specialist

🔥 12 horas atrás

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IMA Financial Group, Inc.

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1980

🏗️ Construção

🏥 Saúde

🏨 Hospitalidade

💰 Private Equity Round em 2020-11

Construction • Healthcare • Hospitality

IMA Financial Group, Inc. é uma empresa diversificada de serviços financeiros e de seguros que oferece soluções de seguros especializadas para diversos setores, incluindo agronegócio, construção, risco digital, educação, energia, saúde, hospitalidade, ciências da vida, manufatura, marítimo, private equity, imóveis e tecnologia. A empresa oferece uma ampla gama de serviços de seguros, como seguros empresariais, benefícios para empregados, seguros pessoais, soluções para aposentadoria, seguros atacadistas, gestão de patrimônio e muito mais. A IMA é comprometida com a proteção de ativos e a antecipação de desafios, garantindo que os clientes estejam preparados para o futuro. Ela enfatiza o impacto na comunidade, a filantropia e soluções centradas no cliente, apoiando tanto a inovação quanto a melhoria comunitária.

Descrição

• Support the Account Manager and Account Executive on large and complex client accounts. • Prepare coverage comparisons, submissions, premium and rate comparisons, audits, and special requests. • Interact with clients regarding special program needs and new assignments. • Understand and deliver on unique client expectations within the book of business. • Temporarily back up the Account Manager as needed to maintain service knowledge. • Problem-solve and suggest proactive solutions to the Account Manager and Account Executive. • Perform loss analysis and loss-specific invoicing, trending, tracking, and reconciliation tasks. • Handle assigned special client needs, including allocation spreadsheets across coverage lines, entities, locations, or property ownership. • Use the AMS to maintain detailed account information, upload policies, and input schedules and driver lists. • Control industry-specific reporting, including well reporting and builder's risk. • Review certificates of insurance requests and provide direction on invoicing allocations, surplus lines, policy processing, master COIs, customized Auto ID cards, and billings. • Process endorsements and billing, review cancellation notices, analyze loss data within Experience Mods, perform deductible analysis, and participate in internal and other meetings. • Work independently and lead special project assignments. • Support special client projects as needed.

🎯 Requisitos

• Applicable experience required; specialty experience preferred. • Attention to detail and ability to work within AMS while maintaining data completeness standards. • Achieved general insurance designation. • Pursuing other insurance designation preferred. • Project and time management skills to manage multiple priorities and keep processes moving from start to finish. • Experience with Microsoft Office products required, specifically PowerPoint, Outlook, Word, and Excel. • Limited travel required, less than 10%. • Strong insurance knowledge and/or client specialty knowledge. • Financial acumen. • Agility/flexibility. • Interpersonal skills. • Problem solving. • Communicating.

🏖️ Benefícios

• 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 the company's ownership business model