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JOB DESCRIPTION 
ACCOUNT ANALYST 1 - Employee Benefits

 

Role:

Actively participate in team consisting of an Account Executive, Account Analyst and Account Manager in coordinating and providing IMA services to our clients.  Continually seeks ways to improve processes.

  Major Duties and Responsibilities    
(E) Essential or (N) Nonessential
25%  Marketing:  Prepares RFP's and proposals with guidance. E
25% Analysis:  Organizes quotes as they are received and prepares comparisons. E
20% Renewal Process:  Initiates the renewal process.  Requests data from the carriers and clients. Participates in renewal document preparation. E
15%  Claims Reporting:  Orders claims reports from carriers.  Orders data for claims analysis software. E
10% Systems Maintenance:  Inputs and updates agency systems and electronic files. E
5% Accounts Receivable:  Completes commission worksheet and revenue tracking form with guidance.  Monitors comissions received. E

Expectations:

  1. Complete all duties in accordance with IMA standards.
  2. Treat clients, company personnel and associates with respect and courtesy.
  Knowledge and Skills:  
Experience: 

Up to six months of similar or related experience.

Education: 

Equivalent to a two-year college degree or completion of a specialized course of study at business or trade school.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job.  Work involves much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
  Other Skills:

Prefer college graduate, 2 year degree or equivalent experience required. 
 
Must possess excellent interpersonal skills that is demonstrated with both internal and external clients.  Readily assists client when needed.  The ability to be persuasive while maintaining good relationships is required.  Must possess a high degree of tact, diplomacy and the ability to maintain confidentiality.
 
Will attain a state Life and Health license in accordance with IMA standards.  
 
Must be proficient with Microsoft products.  Possess strong reasoning skills and the ability to analyze and interpret data.  Clearly communicates ideas in a concise manner.  Demonstrates the committment to work through projects to completion.  Strong organizational skills are critical to the success of this position.

 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

 

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IMA Purpose: To protect assets and make a difference.

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