Career Opportunities with IMT Insurance

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Allocation Specialist

Location: West Des Moines, IA
Job ID: 557
Employee Type: Regular Full Time
Level of Education : Associates Degree

WHO WE ARE

IMT is proud of our heritage and will never forget where our roots are firmly planted. Locally run from its office in West Des Moines, Iowa, IMT has been a Midwest company since it was founded in Wadena, Iowa in 1884. That’s over 140 years!

Today, IMT continues to offer a strong line of personal and commercial insurance products for which it has always been known, along with exceptional service for a competitive price. Our products are offered through Independent Agents throughout a six-state territory – Iowa, Illinois, Minnesota, Nebraska, South Dakota and Wisconsin.

ALLOCATION SPECIALIST

IMT Insurance is looking to fill the role of Allocation Specialist to provide support to Commercial Lines Underwriting staff. This individual will be responsible for reviewing customer correspondence from agents, policyholders, and co-workers to determine routing and prioritization of work. You will also maintain a positive and professional relationship with internal and external customers and meet department customer service standards. If you’re interested in learning more about this opportunity, apply online today!

A DAY IN THE LIFE

  • Responsible for setting up and sorting work into specific jobs in the workflow system.
  • Responsible for file set-up in the workflow system.
  • Perform mail preparation and distribution including returned mail.
  • Delegate quote and new business applications according to team workflow assignments and perform corresponding tracking for reporting.
  • Assist other Commercial Lines divisions with workflow system filing and organization.
  • Assist District Underwriters with true and certified policy requests from the Claims Department.
  • Assist Commercial Lines management with various reporting functions.
  • Allocate IMT website public contact messages for the Commercial Lines Department to the needed team members for review.
  • Order office supplies for Commercial Lines.
  • Review, allocate, and track 2nd request follow-up emails from agents.
  • Provide professional customer service to internal and external customers.
  • Responsible for record retention and destruction.
  • Perform additional tasks as needed to support the Commercial Lines Department.

DESIRED QUALIFICATIONS

  • Ability to pay close attention to details in processing and proofing work activities.
  • Possess a basic understanding of all commercial lines of business.
  • Strong verbal and written communication skills to communicate effectively with internal and external customers.
  • Possess strong organization, time management, and problem-solving skills.
  • Ability to operate workflow system, mainframe systems, Microsoft Office Products, and function in a personal computer network environment.
  • Must possess the ability to work well with others.

BENEFITS & PERKS

IMT Insurance is committed to our employees and their families. When you work for IMT, you earn far more than just a paycheck. This position includes learning and development opportunities and more! Below is a list of what IMT offers our employees:

  • Medical, dental, and vision insurance, AD&D insurance, 401K retirement savings accounts, spending accounts, long and short-term disability, PTO, profit share, employee assistant program and additional voluntary benefits.

The salary range for this position is $37,000.00 - $46,000.00

Starting salary will depend on level of experience

This position is not eligible for tips or commission but may be eligible for additional bonuses

WHAT DEFINES US

Our vision is to provide peace of mind in the moments that matter.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Our agents and customers come from all walks of life and so do we. Our goal is to hire great people from a wide variety of backgrounds, because it makes our team stronger. If you share our values and our passion for creating a Worry Free life for others, we want to talk to you!

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