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
- Assists with the accounts receivable function for all locations’ operations, including but not limited to:
- Responsible for daily monitoring of incoming deposits and applying as directed
- Apply incoming deposits to the appropriate ledger, apply to the appropriate transactions and file backup accordingly
- Follows up on problem accounts; obtains information from customers, or associate assigned to account or other department to resolve issues
- Preparation of AR ageing reports
- Follow up on outstanding payments with service team and initiates follow-up with customers when necessary
- Collects past due accounts receivable by emailing, writing and telephoning customers
- Acts as a resource to internal teams on processes and guidelines to be followed, ensuring proper processing of carrier invoices
- Support other accounting team members and tasks as needed
- Performs functions of the role within an IMA office more than 75% of the time
Required Experience and Skills: include but are not limited to:
- Two to five years of similar or related experience
- Proficient in MS Excel required
- At least one of the following:
- A two-year college degree
- Completion of a specialized course of study at a business or trade school
- Completion of a specialized and extensive in-house training or apprenticeship program
- Proficient with 10-key data entry
- Strong analytical, problem solving, and decision-making skills with general understanding of accounting concepts and procedures
- Able to prioritize heavy, time sensitive workloads with the ability to meet aggressive deadlines
- Attention to detail and ability to multi-task
- Systems skills – Applied Epic, SAP Concur
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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.