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Insurance Account Specialist - HPIEx Real Estate Team

ima financial group·US·United States·mid
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What You'll Do: IMA is seeking an Account Specialist to join our HPIEx Real Estate team! This person is responsible for day-to-day tasks within the team, including but not limited to providing support to the Account Manager & Account Executive for client requests within a book of business, primarily Middle Market and Large Market accounts. This role is eligible for remote work. Provides support to the Account Manager & Account Executive on large and complex client accounts. Responsible for tasks related to invoicing, accounting, endorsement processing, certificate issuance and audit reconciliation at the direction from Account Manager and/or Account Executive. Utilizes the Agency Management System (EPIC) to keep detailed information on accounts, including but not limited to: Reviewing and processing of certificates of insurance requests Providing direction to the Real Estate Accounting Invoicing team, surplus lines taxes and fees calculations Policy processing Any client specific instructions for customized auto ID cards, billing requests, financing of premiums, etc. Resolving premium discrepancy issues, and audits on expired and/or non-renewed policies. Ability to problem-solve and suggest proactive solutions to Account Manager and Account Executive. Provide timely responses on client matters, including internal clients (team, other departments, etc.) to ensure service needs are met. Ability to work independently, lead special project assignments and/or support as needed in special client projects. Temporarily back up Account Manager as needed. Clients should not feel a gap in service knowledge. Active P&C license preferred, and industry experience required. The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026. Salary Range $50,000—$60,000 USD If this role is hired in Los Angeles County, CA the following applies: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County