The account coordinator provides comprehensive administrative and technical support for assigned accounts, handling standard deliverables and moderately complex tasks with independence and defined client interaction.Aligns work to client needs as part of the support team.

Essential Job Duties Include But Are Not Limited To:

Prepare and send renewal binders, auto ID cards, and invoices to clients

Own endorsements processing, audits and invoicing instructions

Maintainaccount data accuracy in EPIC agency management system

Communicate with clients on routine service items

Assist with AR reporting and administrative follow-up

Provide administrative tasks for internal and select external meetings

Ensure accuracy on policies and compliance with policy binding

Order renewal certificates and maintain certificate holder lists

Follow-up on Account Receivable reporting

Support Claim and Risk Control-related routing and documentation, ensuring items are logged, filed, and escalated appropriately per SOPs.

Key Strengths And Traits Include But Are Not Limited To:

Strong organizational and prioritization skills

Basic knowledge of commercial insurance fundamentals

Effective written and verbal communication

Collaborative

Attention to detail

Qualifications

High school diploma; college preferred

1-2 years insurance or related administrative experience

State-specific P&C; license required (or obtained within a defined timeframe, per market/state requirements)

Basic Microsoft Office proficiency

Salary Range
$46,000—$60,000 USD

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 – Rapid 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

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.

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📌 Account Coordinator (Ontario)
🏢 IMA Financial Group
📍 Ontario