Underwriting Assistant

Position Structure & Professional Expectations

This is a full-time position. It is expected that you maintain a consistent and dependable work schedule that supports the operational needs of the underwriting team.

While PTO is unlimited, it must be managed responsibly. Barring illness or unexpected matters, all planned PTO should be requested and cleared at least 1–2 weeks in advance to ensure adequate workflow coverage and team continuity.

This role requires professionalism, reliability, and accountability in meeting deadlines, maintaining responsiveness, and supporting the team’s production goals.

Career Path & Advancement Expectations

This is an entry-level assistant position with an accelerated advancement track toward a production underwriting role.

You will be expected to:

• Take initiative in learning our underwriting guidelines, product offerings, and operating procedures.
• Develop a strong working knowledge of standard commercial insurance fundamentals.
• Proactively seek clarification, feedback, and growth opportunities.
• Demonstrate readiness for increasing responsibility through accuracy, efficiency, and sound judgment.

Underwriting authority will be granted incrementally based on demonstrated proficiency, technical knowledge, and consistency in performance.

The expectation is not passive learning; it is active development.

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

•    Business Insurance Magazine – Best Places to Work in Insurance 
•    US Insurance Awards – Community Outreach Project of the Year
•    U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
•    Inc. Magazine Best Workplaces 
•    Inc. 5000 – List of Fastest Growing Companies  
•    Alaska Journal of Commerce – Best Workplaces in Alaska 
•    Charlotte Business Journal – Best Places to Work  
•    Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 
•    Connecticut Top Workplaces  
•    Dallas Business Journal – Best Places to Work 
•    Denver Business Journal – Best Places to Work
•    Denver Business Journal – Fast 50
•    Kansas City Business Journal – Best Places to Work 
•    Los Angeles Business Journal – Best Places to Work 
•    Puget Sound Business Journal – Washington’s Best Workplaces 
•    Tampa Bay Times – Best Workplaces
•    The Salt Lake City Tribune Top Workplaces 
•    Utah Business – Best Places to Work
•    Wichita Business Journal – Best Places to Work

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.