Account Representative - IMA Financial Group
Denver, CO
About the Job
What You'll Do
The Account Representative will observe and execute the procedures directly involved in the daily operation of the Surety Division as well as providing support to the Division Manager and Producer's (Sales). General job duties include but are not limited to:
- Type legal forms
- Invoice all surety bond transactions
- Report surety bond documents to surety companies
- Work with Surety Account Managers to set up and maintain client files, bond files, and surety company files
- Assist Surety Department Manager and Surety Account Executives with various projects
- Perform functions of the role within an IMA office 100% of the time (hybrid remote work schedule available at Surety Department Manager's discretion)
- Six months of similar or related administrative experience is preferred
- Strong attention to detail required
- 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
- Ability to handle and prioritize multiple tasks while meeting deadlines
- Demonstrated commitment to work through projects to completion
- Strong computer proficiency with Microsoft Office products and other programs
- Willingness to complete additional duties and take on additional responsibilities as the need arises
You Should Have
- Six months of similar or related administrative experience is 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 and can clearly communicate ideas in a concise manner
- The ability to handle and prioritize multiple tasks while meeting deadlines
- Demonstrated the commitment to work through projects to completion
- Strong computer proficiency with Microsoft Office products and other programs
- The willingness to complete additional duties and take on additional responsibilities as the need arise
*A Property and Casualty Insurance Producer License must be obtained within 90 days of employment
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.
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, Health Club Reimbursement, 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.
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
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to Work
- 2021-2023 Charlotte Business Journal's Best Places to Work
- 2021-2023 Los Angeles Business Journal's Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.