Account Technician

<p><strong>ESSENTIAL JOB RESPONSIBILITIES </strong>include but are not limited to:</p> <ul> <li>Supports and demonstrates IMA’s core values</li> <li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates</li> <li>Possesses comfort with high degree of oversight &amp; accountability for quality &amp; efficiency of work product</li> <li>Essential job responsibilities:</li> <li>Interacts professionally and timely in support of Commercial Lines Service Teams via AMS, email, phone, and in-person</li> <li>Ability to perform functions of the role within an IMA office 50% or more of the time</li> <li>Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail</li> <li>Assists Account Managers by completing tasks and activities assigned through Epic directly linked to client-facing work products in the Center of Excellence</li> <li>Auto ID Cards, Claim Reporting Instructions, Premium &amp; Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR’s, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, Renewal Applications, and Audits</li> <li>Performs special projects as assigned</li> </ul> <p><strong>REQUIRED EXPERIENCE AND SKILLS</strong> include but are not limited to:</p> <ul> <li>Up to six months of similar or related experience preferred</li> <li>Strong computer proficiency required</li> <li>Experience with MS Office Suite required (specifically Outlook, Word, and Excel)</li> <li>Experience with Epic preferred</li> <li>Attains and maintains professional designation or license</li> <li>Limited travel required (less than 25%)</li> <li>High School diploma required</li> <li>Bachelor’s degree preferred or equivalent experience</li> </ul> <p><strong>COMPETENCIES &amp; TRAITS:</strong></p> <ul> <li>Agility/Flexibility</li> <li>Self-Direction</li> <li>Interpersonal skills</li> <li>Communicating</li> <li>Technology</li> </ul> <p>&nbsp;</p><div class="content-conclusion"><p><strong>Compensation &amp; Benefits</strong></p> <p>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 lov