Account Coordinator

at  IMA Financial Group

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.
• Supports Account Manager in daily tasks and projects, including client and carrier communication, renewing client benefits, assisting with open enrollment and performing audits.
• Assists with calls and emails for questions concerning medical, dental, vision, life insurance and other benefits.
• Involved with enrollment processes by entering enrollments in systems, helping Human Resource clients and employees, and submitting information to insurance carriers.
• Assists with compliance by providing clients documents, requesting information from insurance carriers, and record keeping of up-to-date documents.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 6 months similar or related experience in office setting. Preference given to insurance and/or healthcare.
• Experience with MS Office products PowerPoint, Outlook, Word, Excel. Preferred experience Adobe InDesign
• 2 year college degree preferred or equivalent experience
• Detail oriented
• Oral and written communication and interpersonal skills
• Ability to be firm and persuasive, while maintaining good relationships
• Ability to handle sensitive information with confidentiality
• Excellent organizational skills and ability to prioritize
• Spanish language skills a plus

WE ARE RECOGNIZED NATIONALLY AS A LEADER IN OUR INDUSTRY

• 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
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
  This Job Description is not a complete statement of all duties and responsibilities comprising this position.
  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. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Supports Account Manager in daily tasks and projects, including client and carrier communication, renewing client benefits, assisting with open enrollment and performing audits.
• Assists with calls and emails for questions concerning medical, dental, vision, life insurance and other benefits.
• Involved with enrollment processes by entering enrollments in systems, helping Human Resource clients and employees, and submitting information to insurance carriers.
• Assists with compliance by providing clients documents, requesting information from insurance carriers, and record keeping of up-to-date documents