IMA Financial Group

IMA Financial Group

Account Technician

Salt Lake City, UT · Internship

Sponsorship not specifiedDetected 1 day ago
AccountingExcelEpicMicrosoft 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
  • Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person
  • Learns and supports the Account Service Cycle
  • 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.

Skills

  • Up to six months of similar or related experience preferred
  • Strong computer proficiency required, including experience with MS Office Suite required (specifically Outlook, Word, and Excel)
  • Basic understanding of insurance preferred, experience with Epic a plus
  • Attains and maintains professional designation or license
  • Limited travel required (less than 25%)
  • High School diploma required
  • Bachelor's degree preferred or equivalent experience
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies

Compensation

  • Compensation & Benefits

Benefits

  • 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.
  • 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?

Equal opportunity

  • 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.

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.