The IMA Financial Group, Inc. Account Representative (Commercial Lines) in Dallas, Texas

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.

  • 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category

  • 2014 Dallas Business Journal’s Healthiest Employer Finalist

  • 2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal

  • 2014 Kansas City Business Journal’s Healthiest Employer Finalist

  • 2013 Kansas City Business Journal’s Healthiest Employer Honoree

  • 2015 CoBiz Best of Colorado

  • 2014 Colorado Biz Magazine Colorado's "Perk"iest Companies

As an Account Representative you will actively participate in team consisting of Sales/Account Executives, Processing and Servicing Account Managers in coordinating and providing IMA services to our commercial clients.

  • Assist in risk and exposure analysis and complete renewal process on designated existing accounts as follows: 1) Request loss runs from insurance carriers; 2) Prepare and/or update premium and loss summary on system; 3) Prepare account review according to standards set forth by the IMA Commercial workflow; 4) Coordinate timeframes with Servicing Account Manager.

  • Set up and maintain the follow up on direct bill and premium finance cancellations in accordance with the established IMA Procedure. Process policy cancellations as necessary.

  • Prepare Experience Modification projections as directed by Producer, Account Executive or Servicing Account Manager.

  • Prepare premium allocations with direction of Processing Account Manager.

  • Assist with special projects and reports as requested by Account Executive, or Servicing and/or Processing Account Managers.

  • Set & maintain regular follow up for final audits on expired and/or non‑renewed policies. Process audits and update exposure comparison.

  • Actively support the team by participating in the completion of all duties required to complete a project and service an account.

  • Other miscellaneous duties as needed (to include but not limited to booking of policies, issuing certificates of insurance and backup of Account Technicians).

  • Six months to two years of similar or related experience

  • An Associate’s Degree or experience equivalent to a degree (Bachelor’s 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

  • The ability to be persuasive while maintaining good relationships

  • A high degree of tact and diplomacy with the ability to maintain confidentiality

  • Strong computer proficiency with Microsoft Office products and other programs

  • Will obtain property and casualty license for state of business.

  • The willingness to complete additional duties and take on additional responsibilities as the need arises

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.

ID: 2016-1087

Posted Date Formula: 9/12/2016

Department: Administration