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IMA Financial Group, Inc.

Account Coordinator

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Job Description

Back to jobs New Account Coordinator Denver, CO Apply The account coordinator provides comprehensive administrative and technical support for assigned accounts, handling standard deliverables and moderately complex tasks with independence and defined client interaction. Aligns work to client needs as part of the support team. Essential Job Duties I nclude B ut

Are Not Limited To :

Prepare and send renewal binders, auto ID cards, and invoices to clients Own endorsements processing, audits and invoicing instructions Maintain account data accuracy in EPIC agency management system Communicate with clients on routine service items Assist with AR reporting and administrative follow-up Provide administrative tasks for internal and select external meetings Ensure accuracy on policies and compliance with policy binding Order renewal certificates and maintain certificate holder lists Follow-up on Account Receivable reporting Support Claim and Risk Control-related routing and documentation, ensuring items are logged, filed, and escalated appropriately per SOPs. Key Strengths And Traits I nclude B ut

Are Not Limited To :

Strong organizational and prioritization skills Basic knowledge of commercial insurance fundamentals Effective written and verbal communication Collaborative Attention to detail Qualifications High school diploma; college preferred 1-2 years insurance or related administrative experience State-specific P&C license required (or obtained within a defined timeframe, per market/state requirements) Basic Microsoft Office proficiency The anticipated posting timeline for this opportunity is 09/23/2026-10/23/2026. Salary Range $46,000

  • $60,000 USD Compensation & Benefits Being a part of IMA has its benefits.

When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

  • These benefits do not apply to internship roles.

Why Join IMA? 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

  • Business Insurance Magazine
  • Best Places to Work in Insurance
  • US Insurance Awards
  • Community Outreach Project of the Year
  • U.S. Chamber of Commerce Citizen Awards
  • Best Corporate Steward finalist
  • Inc. Magazine Best Workplaces
  • Inc. 5000
  • List of Fastest Growing Companies
  • Alaska Journal of Commerce
  • Best Workplaces in Alaska
  • Charlotte Business Journal
  • Best Places to Work
  • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • Connecticut Top Workplaces
  • Dallas Business Journal
  • Best Places to Work
  • Denver Business Journal
  • Best Places to Work
  • Denver Business Journal
  • Fast 50
  • Kansas City Business Journal
  • Best Places to Work
  • Los Angeles Business Journal
  • Best Places to Work
  • Puget Sound Business Journal
  • Washington's Best Workplaces
  • Tampa Bay Times
  • Best Workplaces
  • The Salt Lake City Tribune Top Workplaces
  • Utah Business
  • Best Places to Work
  • Wichita Business Journal
  • Best Places to Work 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. Create a Job Alert Interested in building your career at IMA Financial Group? Get future opportunities sent straight to your email. Create alert Apply for this job

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  • Attach Attach Dropbox Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile What US state do you currently reside in?
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  • Have you ever been employed by IMA in a full-time, part-time, or intern capacity?
  • Select... Are you currently employed by an IMA client?
  • Select... If you are currently employed by an IMA client, please list the name of that client here. If you answered No to the previous question, please write N/A.
  • How were you referred to us? Please add the name of the associate or the job posting location.
  • Demographic Information IMA collects certain employee self-identification information.

Some information is required for statistical purposes to comply with federal Equal Employment Opportunity reporting requirements. This information allows us to understand the composition of our workforce, as we focus on ensuring an equitable and inclusive workplace for all. It also provides data for our Diversity, Equity, and Inclusion strategy and programming. While you are required to respond to each question, you may select "Decline to answer". Your demographic information will not be shared nor affect your eligibility for employment or career advancement opportunities within the company. Thank you in advance for your interest in IMA. Race

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.. Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in IMA Financial Group's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... By checking this box, I consent to IMA Financial Group collecting, storing, and processing my responses to the demographic data surveys above.

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Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Employee Stock Options (ESOs)