Account Coordinator - IMA Financial Group
Salt Lake City, UT
About the Job
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
COMPETENCIES & TRAITS:
- Building relationships
- Invests in relationships to best achieve shared results.
- Interpersonal skills
- Ability to foster and maintain healthy, mutually beneficial relationships with others.
- Displays emotional intelligence by controlling and expressing emotions professionally and respectfully to create and maintain productive relationships.
- Problem Solving
- Ability to view situations in an objective or critical manner and choose the best solution accordingly.
- Uses brainstorming techniques to create a variety of solutions, thinking outside the box when necessary.
- Communicating
- Actively listens, shares information, and proposes suggestions and solutions.
- Expresses oneself effectively both orally and in written form.
- Technology
- Learns and utilizes current and new technologies.
- Embraces technology changes and improvements.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
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.