What You'll Do
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Hold meetings with the Service team to go over renewal strategy and any changes from the last renewal
- Create and manage renewal policies and trackers in EPIC, including tracking expected payments and midterm changes.
- Prepare client entity invoices using mail merge and create corresponding placeholder invoices in EPIC.
- Bill carrier invoices in EPIC, ensuring alignment with service team billing instructions.
- Monitor incoming client payments, apply them in EPIC, and update trackers accordingly.
- Follow up weekly with service teams on outstanding balances by location.
- Transfer funds in EPIC to carrier invoices based on due dates and coordinate with payables for timely disbursements.
- Reconcile all balances at renewal close, coordinating with service teams on refunds or return payments as needed.
- Manage midterm changes by updating trackers, preparing invoices, billing carriers, and applying payments.
- Ensure midterm change accounts reconcile properly and support client refunds or corrections.
- Serve as the main contact for real estate accounting questions from internal teams.
- Generate and distribute monthly accounts receivable (AR) reports to real estate service teams.
- Train new service team members on real estate accounting processes and tools.
- Support service teams in resolving carrier statement discrepancies and assist with quoters and account reconciliations.
- Receive and compile weekly sales data from various sources.
- Analyze sales performance metrics and summarize key insights.
- Organize data into Excel-based reports and dashboards to support decision-making by senior management.
- Provide clear point-in-time snapshots and historical comparisons to help identify trends, patterns, and opportunities for improvement.
- Completion of special projects as needed.
You Should Have
- 5+ years of similar or related experience
- Prefer college graduate, 4-year degree or equivalent experience
- Proficiency with MS Office Suites with expert required
- Advanced MS Excel Knowledge
- Limited travel required (less than 25%)
- Strong quantitative and qualitative abilities
- Excellent interpersonal skills, both internally and externally
- Effectively manages multiple projects while meeting timelines
- Communicates ideas in a clear and concise manner
- Ability to think critically and negotiate when needed
- Mentors and peer reviews analyst work
- Handles sensitive information with confidentiality
COMPETENCIES & TRAITS:
- Financial Acumen
- Professionalism
- Agility/Flexibility
- Self-Direction
- Problem Solving
#LI-KM1
The anticipated posting timeline for this opportunity is 07/02/2025 -08/06/2025.
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.
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Company Culture
Change makers. Employee owners.
We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.
See what it feels like to be supported by IMA on your career journey.