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. Prepare and send renewal binders, auto ID cards, and invoices to clients 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 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. Basic knowledge of commercial insurance fundamentals High school diploma; 1-2 years insurance or related administrative experience ~ Basic Microsoft Office proficiency Annual Performance Bonus ~ Medical Plans ~ Dental ~ Pre-Tax Parking Plan ~Long Term Care ~ Short-term Disability ~ Long-term Disability ~ Business Travel Accident ~ Flexible Work Options ~ Paid Holidays ~ Personal and Professional Development These advantages do not apply to internship roles.

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? We provide support systems and resources that enable each of our associates to focus on what they do best.

Business Insurance

Magazine – Best Places to Work in Insurance US Insurance Awards – Community Outreach Project of the Year Chamber of Commerce Citizen Awards – Best Corporate Steward finalist Magazine Best Workplaces 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 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 Wichita Business Journal – Best Places to Work 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. #

📌 Coordinator, Operations & Communications (Quinte West)
🏢 IMA Financial Group
📍 Quinte West