IMA Financial Group, Inc. · 1 day ago
Account Technician
Salt Lake City, UT
Full-time
Onsite
New Grad, Entry Level
0+ years expIMA Financial Group is a company recognized nationally as a leader in the insurance industry. They are seeking an Account Technician to support Account Managers and Executives, manage client needs, and assist with various account-related tasks.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Interacts professionally and timely in support of Account Managers, Account Executives and Producers via AMS, email, phone, and in-person
Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
Learns and supports the Account Service Cycle
Assists Account Managers in addressing client needs
Directly or through shared services manages, produces, or performs: Auto ID Cards and Certificates of Insurance, Claims Reporting and Instructions, Loss Runs and Claims Summaries, Summaries of Insurance and Coverage Towers, Policy and Endorsement Processing, Invoicing and Accounting, Applications, and Audits, Special Projects as Needed
Qualification
Required
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
Preferred
Bachelor's degree preferred or equivalent experience
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase