About the job
Join IMA Financial Group's National Real Estate team as an Account Specialist! This exciting role offers an excellent opportunity for individuals looking to kickstart their careers in insurance brokerage. As an Account Specialist, you will provide vital support to Account Managers and Account Executives on intricate construction accounts. Your key responsibilities will include preparing coverage comparisons, submissions, premium and rate analyses, conducting audits on expired and non-renewed policies, and addressing various special requests.
Key Responsibilities:
- Engage with clients to discuss unique program needs and new assignments.
- Understand and fulfill specific client expectations within your designated book of business.
- Temporarily assist the Account Manager as necessary.
- Proactively identify and propose solutions to Account Managers and Executives.
- Conduct loss analysis and manage loss-related tasks tied to invoicing, trending, tracking, and reconciliation.
- Address special client needs, including allocation spreadsheets based on coverage lines and property ownership.
- Utilize the AMS to maintain detailed account information, including policy uploads and driver lists.
- Oversee industry-specific reporting such as well reporting and builder's risk.
- Review and direct certificate of insurance requests, coordinating with the Center of Excellence team on invoicing allocations and client-specific instructions.
- Process endorsements and billing, analyze cancellations, and participate in internal review meetings as requested.
- Support special client projects as needed.
- Embrace and promote IMA's core values.
- Appreciate and uphold the importance of diversity, equity, and inclusion within the IMA community.
