Role overview

Qualifications

Bachelor's Degree preferred or equivalent work experience
Basic understanding of Microsoft Office products and ability to quickly learn internal systems
Basic knowledge of General Liability, Workers Compensation, Umbrella, and other business-related insurance policies preferred
Strong written and verbal communication skills

Responsibilities

Execute basic certificate reviews with low complexity, ensuring accuracy and completeness
Gain proficiency in key systems to support daily tasks and client review processes
Develop effective time management skills to meet deadlines and prioritize tasks
Consistently complete all assigned tasks while maintaining quality and turnaround times

Key facts

Remote from: United States
Full time
Financial Analyst
58 - 58K yearly
English

Hard skills

Service Review Task Management MyBatis Limited Liability Workers' Compensation Umbrella Insurance

Other skills

Time Management
Microsoft Office
Communication
Adaptability
Detail Oriented
Problem Solving
Self-Motivation
Team Oriented

About the company

IMA Financial Group, Inc.

Insurance Brokerage & Agencies

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

Company details

IndustryInsurance Brokerage & Agencies

Company size1001 - 5000

Links

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Job description

The IMACC Analyst will play a crucial role in supporting the team by gaining proficiency in key systems, performing basic certificate of insurance reviews, reporting compliance to agents and clients, and ensuring timely completion of tasks. This position offers foundational exposure to client review processes and systems, providing an excellent opportunity for professional development.

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Client Reviews: Execute basic certificate reviews with low complexity, such as non-broad form General Liability (GL) endorsements, ensuring accuracy and completeness.
System Understanding: Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI. Utilizes these systems to support daily tasks and client review processes.
Time Management: Develop effective time management skills to meet deadlines and efficiently prioritize tasks, maintaining a strong focus on quality and timely completion.
Task Execution: Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards.
Remote Work: Performs the essential functions of the role within an IMA office environment 0-50% of the time.

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

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

COMPETENCIES & TRAITS:

- Consistency: Demonstrates a strong commitment to delivering quality work consistently, even on routine tasks.
- Problem Solving: Capable of identifying issues, asking relevant questions, and seeking guidance when faced with challenges.
- Self-Motivation: Takes initiative in completing tasks and seeks out opportunities for learning and improvement.
- Team Orientation: Works collaboratively with others, willing to share knowledge and ask for assistance when necessary.
- Feedback Receptiveness: Open to receiving constructive criticism and using it to enhance personal performance and growth.
- Adaptability: Shows flexibility in adjusting to new systems, processes, or client demands.

#LI-TC1

Salary Range

$41,534.54—$58,148.36 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.