IMA Financial Group
Account Specialist
Dallas, TX · Internship
Sponsorship not specifiedDetected 19 hours ago
SalesAccount ManagementExcelProblem SolvingTime ManagementMicrosoft Office
About the role
- 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.
- It's this unique ownership business model that makes working at IMA so appealing.
- Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.
Responsibilities
- Supports and demonstrates IMA's core values.
- Understand and deliver on unique client expectations within book of business.
- Ability to work independently, lead project special assignments.
- Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team.
- Supports as needed in special client projects
- 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.
Nice to have
- Achieved general insurance designation.
- Pursuing other insurance designation - preferred
Skills
- Applicable experience required with specialty experience preferred
- Achieved general insurance designation. Pursuing other insurance designation - preferred
- Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
- Limited travel required (less than 10%)
- Strong Insurance knowledge and/or client specialty knowledge
- Financial Acumen
- Agility/Flexibility
- Interpersonal Skills
- Problem Solving
- Communicating
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
Compensation
- Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
Benefits
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- 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.
- These benefits do not apply to internship roles.
- 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?
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This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.