IMA Financial Group logo
Posted 1mo ago•Salt Lake City, UT

Account Technician

MiddleOn-site (Salt Lake City)Salary undisclosed
Job Description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Possesses comfort with high degree of oversight & accountability for quality & efficiency of work product
  • Essential job responsibilities:
  • Interacts professionally and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person
  • Ability to perform functions of the role within an IMA office 50% or more of the time
  • Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail
  • Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence
  • Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR’s, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, Renewal Applications, and Audits
  • Performs special pro

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