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IMA Financial Group, Inc. · 9 hours ago

Analyst- National Real Estate

Denver, CO

Full-time

Hybrid

Mid, Senior Level

$65K/yr - $90K/yr

5+ years exp

IMA Financial Group, Inc. is a recognized leader in the insurance industry, known for its commitment to associates and community. The Analyst - National Real Estate role involves managing renewal policies, tracking payments, and generating reports to support decision-making for real estate accounting. This position also includes training team members and resolving discrepancies, contributing to the overall financial operations of the company.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Hold meetings with the Service team to go over renewal strategy and any changes from the last renewal

Create and manage renewal policies and trackers in EPIC, including tracking expected payments and midterm changes

Prepare client entity invoices using mail merge and create corresponding placeholder invoices in EPIC

Bill carrier invoices in EPIC, ensuring alignment with service team billing instructions

Monitor incoming client payments, apply them in EPIC, and update trackers accordingly

Follow up weekly with service teams on outstanding balances by location

Transfer funds in EPIC to carrier invoices based on due dates and coordinate with payables for timely disbursements

Reconcile all balances at renewal close, coordinating with service teams on refunds or return payments as needed

Manage midterm changes by updating trackers, preparing invoices, billing carriers, and applying payments

Ensure midterm change accounts reconcile properly and support client refunds or corrections

Serve as the main contact for real estate accounting questions from internal teams

Generate and distribute monthly accounts receivable (AR) reports to real estate service teams

Train new service team members on real estate accounting processes and tools

Support service teams in resolving carrier statement discrepancies and assist with quoters and account reconciliations

Receive and compile weekly sales data from various sources

Analyze sales performance metrics and summarize key insights

Organize data into Excel-based reports and dashboards to support decision-making by senior management

Provide clear point-in-time snapshots and historical comparisons to help identify trends, patterns, and opportunities for improvement

Completion of special projects as needed

Qualification

Advanced MS Excel KnowledgeFinancial AcumenMS Office Suite ProficiencyQuantitative AbilitiesInterpersonal SkillsProject ManagementCritical ThinkingNegotiation SkillsMentoringConfidentialityProblem Solving

Required

5+ years of similar or related experience

Proficiency with MS Office Suites with expert required

Advanced MS Excel Knowledge

Strong quantitative and qualitative abilities

Excellent interpersonal skills, both internally and externally

Effectively manages multiple projects while meeting timelines

Communicates ideas in a clear and concise manner

Ability to think critically and negotiate when needed

Mentors and peer reviews analyst work

Handles sensitive information with confidentiality

Financial Acumen

Professionalism

Agility/Flexibility

Self-Direction

Problem Solving

Preferred

Prefer college graduate, 4-year degree or equivalent experience

Limited travel required (less than 25%)

Benefits

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees