IMA Certificate Compliance Analyst

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IMA Financial Group, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1980

💸 Finance

🏢 Enterprise

💰 Private Equity Round on 2020-11

Finance • Insurance • Enterprise

IMA Financial Group, Inc. is a diversified financial and insurance services company providing specialized insurance solutions across various industries, including agribusiness, construction, digital risk, education, energy, healthcare, hospitality, life sciences, manufacturing, marine, private equity, real estate, and technology. The company offers a wide range of insurance services such as business insurance, employee benefits, personal insurance, retirement solutions, wholesale insurance, wealth management, and more. IMA is committed to protecting assets and foreseeing challenges, ensuring that clients are prepared for the future. They emphasize community impact, philanthropy, and customer-driven solutions, supporting both innovation and community betterment.

📋 Description

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates. • Execute basic certificate reviews with low complexity, ensuring accuracy and completeness. • Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI. • Develop effective time management skills to meet deadlines and efficiently prioritize tasks. • Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards. • Performs the essential functions of the role within an IMA office environment 0-50% of the time.

🎯 Requirements

• Bachelor’s Degree preferred or equivalent work experience. • Basic understanding of Microsoft Office products (Outlook, Teams, SharePoint, Word, Excel) and ability to quickly learn internal systems (TrustLayer, myCOI). • Basic knowledge of General Liability, Workers Compensation, Umbrella, and other business-related insurance policies preferred. • Strong written and verbal communication skills to interact effectively with team members and clients. • Comfortable with learning and using new software and technologies to improve work efficiency. • Ability to review information carefully and accurately, ensuring that all tasks are completed to specification. • Ability to manage and prioritize multiple tasks effectively to meet deadlines.

🏖️ Benefits

• Annual Performance Bonus • Stock Purchase • Medical Plans • Prescription Drugs • Dental • Vision • Family Assistance Program • FSA • HSA • Pre-Tax Parking Plan • 401(k) • Life/AD&D • Accident • Critical Illness • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident • Identity Theft • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Well-Being Stipend • Personal and Professional Development