Account Technician

Essential Job Responsibilities:

• Supports IMA’s core values and diversity, equity, and inclusion.
• Maintains quality, efficiency, accountability, and attention to detail.
• Supports Commercial Lines Service Teams through AMS, email, phone, and in-person interactions.
• Performs role functions within an IMA office 50% or more of the time.
• Monitors and prioritizes workload according to deadlines and instructions.
• Assists Account Managers with client-facing work products in the Center of Excellence using Epic.
• Creates auto ID cards, claim reporting instructions, premium and loss summaries, and renewal applications.
• Processes endorsements, invoicing, experience modification orders, e-filing, MVRs, audits, and loss runs.
• Uploads and builds folders in the client-facing portal and performs policy quick checks.
• Performs special projects as assigned.

Required Experience and Skills:

• Up to six months of similar or related experience preferred.
• Strong computer proficiency required.
• Microsoft Office Suite experience required, specifically Outlook, Word, and Excel.
• Epic experience preferred.
• Attains and maintains a professional designation or license.
• Limited travel required, less than 25%.
• High school diploma required.
• Bachelor’s degree or equivalent experience preferred.

Competencies & Traits:

• Agility and flexibility
• Self-direction
• Interpersonal skills
• Communication
• Technology

Compensation & Benefits:

Eligible benefits include annual performance bonus, stock purchase, medical, prescription drug, dental, vision, family assistance, FSA, HSA, pre-tax parking, 401(k), life and AD&D, accident, critical illness, hospital indemnity, long-term care, short-term and long-term disability, business travel accident, identity theft protection, paid time off, flexible work options, paid holidays, sabbatical, gift matching, well-being stipend, and personal and professional development. Final offer amounts depend on geographic location, prior relevant experience, and knowledge, skills, and abilities. These benefits do not apply to internship roles.

Why Join IMA?

IMA offers an entrepreneurial and expanding work environment, lasting relationships, competitive benefits, part ownership, team-based support, opportunities to implement ideas, and recognition as a nationally respected industry leader.

The job description is not a complete statement of all duties and responsibilities. IMA provides equal employment opportunities and complies with applicable federal, state, and local nondiscrimination laws.