Essential job responsibilities

Supports and demonstrates IMA’s core

Values and understands the importance of diversity, equity, and inclusion among all IMA

Pursues formal and informal training to develop into Account Specialist

Demonstrates competencies to own a book of business, but does not yet own a book

Shadows AM/AS and assists on renewals

Proficient to perform all job tasks with AE & AM oversight, including:

Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.

Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.

Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)

Controls industry specific reporting (well reporting, builder’s risk, )

Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.

Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.

Required Experience and Skills

Experience in insurance or related industry

Attention to detail & ability to work within EPIC and maintain data completeness standards

Technical insurance and analytical skills - Coverage analysis & allocations

Project / time management skills to manage multiple priorities and to keep processes moving from start to finish

Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)

Developing Insurance knowledge and/or client specialty knowledge





The anticipated posting timeline for this opportunity is 10/16/2026 - 11/16/2026

Salary Range
$60,000—$65,000 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 advantages, 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

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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📌 Associate Account Specialist (Ontario)
🏢 IMA Financial Group
📍 Ontario