Account Technician
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Before you apply
LocationSalt Lake City, UT
Work modehybrid
Typefull-time
SeniorityEntry
ExperienceUp to 1 yrs
DepartmentCommercial Lines
EquityIncluded
Company size501–1,000 people
PostedAug 5, 2026 · 3mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
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
Interacts professionally and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person
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 projects as assigned
Strong computer proficiency required
Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
Attains and maintains professional designation or license
High School diploma required
Up to six months of similar or related experience preferred
Experience with Epic preferred
Bachelor’s degree preferred or equivalent experience
Ability to perform functions of the role within an IMA office 50% or more of the time
Limited travel required (less than 25%)
Skills
AMS
Epic
MS Office Suite
Outlook
Word
Excel
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
Well being stipend
Personal and professional development
Responsibilities
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 projects as assigned
Requirements
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
•
Up to six months of similar or related experience preferred
•
Strong computer proficiency required
•
Experience with MS Office Suite required (specifically Outlook, Word, and Excel)
•
Experience with Epic preferred
•
Attains and maintains professional designation or license
•
Limited travel required (less than 25%)
•
High School diploma required
•
Bachelor’s degree preferred or equivalent experience
COMPETENCIES & TRAITS:
•
Agility/Flexibility
•
Self-Direction
•
Interpersonal skills
•
Communicating
•
Technology
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, Well-Being Stipend, 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.
*These benefits do not apply to internship roles.
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
• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work
Legal
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.