Account Specialist

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Assist with the daily servicing requirements for a portfolio of middle market and large market accounts.

• Provide assistance to Account Managers and Account Executives for large and complex client accounts.

• Act as a temporary substitute for the Account Manager when necessary.

• Identify challenges, suggest solutions, and aid in resolving client issues.

• Utilize EPIC to keep comprehensive account records.

• Examine and process certificates of insurance.

• Collaborate with the Real Estate Accounting team.

• Compute surplus lines taxes and fees.

• Handle policies, endorsements, billing transactions, and amendments to policies.

• Oversee client-specific billing and premium financing requests.

• Review cancellation notifications.

• Engage in internal review meetings and other meetings as needed.

• Communicate directly with clients through verbal and written channels regarding program requirements, service requests, and new tasks.

• Independently manage assigned responsibilities.

• Lead or assist with special projects and client initiatives as required.

⛳️ Requirements

• An active Property & Casualty Insurance License is mandatory.

• Basic knowledge of Property, General Liability, Umbrella/Excess Liability, Workers' Compensation, and related insurance programs.

• Excellent organizational skills with outstanding attention to detail, accuracy, and quality of work.

• Capability to effectively juggle multiple projects and competing priorities.

• Strong written and verbal communication abilities.

• Ability to work autonomously while effectively collaborating within a team setting.

• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

• Preferred 1–3 years of relevant insurance experience.

• Occasional travel may be required (less than 10%).

• Knowledge of insurance and/or industry-specific practices.

• Financial acumen is essential.

• Effective problem-solving skills.

• Client service-oriented mindset.

🏝️ Benefits

• 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 Protection.

• Paid Time Off.

• Flexible Work Options.

• Paid Holidays.

• Sabbatical.

• Gift Matching.

• Well-Being Stipend.

• Opportunities for Personal and Professional Development.

• Part ownership through IMA's ownership business model.