IMA Salt Lake City

Risk

• Learn the insurance industry from the ground up
• Focus on learning DII procedures and acquiring insurance knowledge
• Respond to requests for certificates of insurance
• Learn to process endorsements
• Maintain and update client and policy information

Risk Management Trainee

Account Manager

• Serve as the primary day-to-day contact and strategic service lead for assigned clients
• Develop and maintain strong relationships with client HR contacts, executive leadership, carriers, and vendor partners
• Provide proactive and consultative support regarding benefit administration, service issues, market trends, and employee benefits strategies
• Resolve complex client issues related to billing, eligibility, claims escalations, vendor administration, and plan operations
• Ensure a high level of responsiveness, professionalism, accountability, and follow-through
• Anticipate client needs and identify opportunities to improve service delivery and client experience
• Lead the renewal process for assigned clients in partnership with the Benefits Consultant/Producer
• Coordinate Open Enrollment timelines, logistics, employee communications, and enrollment strategies
• Review benefit guides, employee communications, and enrollment materials for accuracy and quality
• Conduct or assist with employee meetings, client presentations, and enrollment support as needed
• Maintain accurate client documentation within agency management system (EPIC)

Senior Benefits Account Manager

Claims Specialist

• To ensure agency clients receive timely and equitable claims service.
• Investigates, negotiates, and aids in settling personal lines claims.
• Receives notification of claims, reviews policy, account instructions and process claim to conclusion in accordance with agency and insurance carrier policies.
• First Reports – upon receipt of claim, responsible for completing claim file, which includes policy verification and making preliminary or tentative determinations of coverage.
• Input claims acknowledgments, direct reports, and claim payments into the computer system.
• Process claims mail.
• Act as a liaison between clients and third-party companies to resolve claim issues - process claims that are designated for internal claim handling, assigning the others to an outside claims adjuster.
• Check status of claims – every 30 days, initiate a follow up on all open or unsettled claims.
• Service and assist clients as necessary – process, record, monitor, and analyze all claims for personal lines clients as assigned, keeps Producer and Personal Lines Account Manager apprised of claims status.
• Follow DII procedures and workflows within Applied Epic.
• Exercise discretion and judgment in prioritizing workload.
• This role exists to serve as an advocate for our clients, explaining policy coverage to clients and third parties and ensuring claims are resolved in a prompt, fair and courteous manner.

Risk Management Trainee

Senior Benefits Account Manager

Claims Associate