客户专员

What You'll Do
IMA is seeking an Account Specialist to join our HPIEx Real Estate Program team. Account Specialists are the backbone of a highly collaborative and dynamic service team. This role is responsible for supporting the day-to-day servicing needs of a book of business, primarily consisting of middle market and large market accounts, while partnering closely with Account Managers and Account Executives to deliver exceptional client service. This position is eligible for remote work.
Responsibilities may include, but are not limited to:

• Supports and demonstrates IMA's core values.

• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.

• Provides support to Account Managers and Account Executives on large and complex client accounts.

• Serves as a temporary backup to the Account Manager as needed, ensuring clients experience no gap in service or knowledge.

• Identifies issues, recommends solutions, and proactively supports Account Managers and Account Executives in resolving client concerns.

• Utilizes the Agency Management System (EPIC) to maintain detailed account information, including reviewing and processing certificates of insurance, coordinating with the Real Estate Accounting team, calculating surplus lines taxes and fees, processing policies, and managing client-specific billing and premium financing requests.

• Processes endorsements, billing transactions, and policy changes; reviews cancellation notices; and participates in internal review meetings and other meetings as requested.

• Interacts directly with clients, both verbally and in writing, regarding program needs, service requests, and new assignments.

• Understands and delivers on the unique expectations and service requirements of assigned accounts.

• Works independently to manage assigned responsibilities and leads or supports special projects and client initiatives as needed.

Required Experience and Skills

• 1-3 years of applicable insurance experience preferred.

• Active Property & Casualty Insurance License required.

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

• Strong organizational skills with exceptional attention to detail, accuracy, and quality of work.

• Ability to effectively manage multiple projects and competing priorities.

• Strong written and verbal communication skills.

• Ability to work independently while collaborating effectively within a team environment.

• Experience with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

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

Competencies & Traits

• Insurance and/or industry-specific knowledge

• Financial acumen

• Agility and flexibility

• Interpersonal effectiveness

• Problem-solving

• Communication skills

• Client service orientation

• Attention to detail

• Accountability

The anticipated posting timeline for this opportunity is 10/2/2026 - 10/31/2026

If this role is hired in Los Angeles County, CA the following applies:

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range

$45,000—$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.

Originally posted on Himalayas