Account Specialist

Imafinancialgroup

Wichita, KS, United States
Not specified; annual performance bonus available;...
On-site
Strong insurance knowledge and financial acumen
Proficiency with ms office products including excel
Ability to work within ams systems for data management
The IMA Financial Group is seeking an Account Specialist in Wichita, KS, to support their team by managing complex client accounts and providing exceptional client service. The role requires strong attention to detail and insurance knowledge, with a focus on collaboration and proactive problem-solving

Job Summary

  • Account Specialists serve as the backbone of a highly collaborative and dynamic service team supporting large and complex client accounts.
  • The role involves critical responsibilities such as preparing coverage comparisons, processing audits, analyzing loss data, and managing certificate of insurance requests.
  • IMA offers a robust benefits package including an annual performance bonus, stock purchase plan, 401(k), and paid time off.

Matching Summary

Match Score: 85

The IMA Financial Group is seeking an Account Specialist in Wichita, KS, to support their team by managing complex client accounts and providing exceptional client service. The role requires strong attention to detail and insurance knowledge, with a focus on collaboration and proactive problem-solving.

Salary

Not specified; Annual Performance Bonus available; Stock Purchase Plan available

Skills & Requirements

Must-have

  • Strong insurance knowledge and financial acumen
  • Proficiency with MS Office products including Excel
  • Ability to work within AMS systems for data management
  • Experience with loss analysis and invoicing tasks
  • Project management skills for multiple priorities

Nice-to-have

  • Specialty experience in insurance lines of coverage
  • Pursuing additional insurance designations
  • Agility and flexibility in dynamic service environments
  • Proactive problem-solving and solution suggestion
  • Leadership on special project assignments

Key Requirements

  • General insurance designation achieved or pursuing others
  • Applicable experience with specialty experience preferred
  • Limited travel required less than 10 percent

Work Rights

Not specified

Tailored Resume

Cover Letter