IMA Financial Group, Inc.

Account Specialist

DENVER, COPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from IMA Financial Group, Inc.

  • Job overview

    The Account Specialist role at IMA Financial Group, Inc. supports Account Managers and Executives in managing large energy accounts, providing a foundational opportunity in insurance brokerage.

  • Responsibilities and impact

    Daily responsibilities include client interaction, managing special requests, conducting loss analysis, maintaining account data, and supporting project needs while demonstrating IMA’s core values.

  • Compensation and benefits

    The salary range for this position is $57,000 to $78,000, with benefits including medical, dental, vision, retirement plans, performance bonuses, and flexible work options.

  • Experience and skills

    Candidates should have at least 1 year of relevant experience, attention to detail, proficiency in MS Office, and ideally hold a general insurance designation.

  • Career development

    Opportunities for professional growth include potential ownership in the company and the ability to implement ideas quickly within a supportive team environment.

  • Work environment and culture

    IMA promotes a culture of teamwork, diversity, and inclusion, and has been recognized as a top workplace in the insurance industry.

  • Company information

    IMA Financial Group, Inc. is an independent insurance brokerage recognized nationally for its entrepreneurial approach and commitment to associates, with numerous awards for workplace excellence.

  • Team overview

    The team consists of Account Managers and Executives, emphasizing collaboration and support for client needs.

  • Job location and travel

    The position requires limited travel (less than 10%) and is based in the Midwest with flexible work options.

  • Application process

    Candidates can apply during the posting period from 7/1/2024 to 7/30/2024, with specific instructions likely provided on the company website.

  • Unique job features

    Unique aspects of this role include the opportunity for ownership and being part of a rapidly growing company recognized for its community involvement.

Company overview

IMA Financial Group is a diversified financial services company providing insurance, risk management, and wealth management solutions. They generate revenue through insurance premiums, advisory fees, and investment management services. Founded in 1974, IMA has grown through strategic acquisitions and organic growth, establishing a strong presence across the United States. The company is employee-owned, fostering a culture of innovation and client-focused service.

How to land this job

  • Tailor your resume to highlight your experience in client interaction and support roles, emphasizing your ability to understand and meet unique client expectations, as this is crucial for the Account Specialist position at IMA Financial Group, Inc.

  • Showcase your attention to detail and proficiency in using AMS and MS Office products, particularly Excel and PowerPoint, to manage data and reporting effectively, as these are key skills required for this role.

  • Apply through multiple platforms, including IMA Financial Group's corporate website and LinkedIn, to maximize your chances of being seen by hiring managers.

  • Connect with current employees in the Energy group at IMA Financial Group, Inc. on LinkedIn to gather insights about the role and the company culture; potential ice breakers could include asking about their experiences or sharing an interest in energy insurance.

  • Optimize your resume for ATS by incorporating specific keywords from the job description, such as 'loss analysis,' 'client needs,' and 'insurance designation,' to improve your chances of passing initial screenings.

  • Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring that your resume is tailored, you apply through the right channels, and you identify key contacts for networking, allowing you to focus on your job search effectively.

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