Note: The job is a remote job and is open to candidates in USA. IMA Financial Group, Inc. is seeking an IMA Certificate Compliance (IMACC) Analyst to support their team. The role involves performing basic certificate of insurance reviews, ensuring compliance, and gaining proficiency in key systems, offering foundational exposure to client review processes and systems.

Responsibilities

• 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

Skills

• Basic understanding of Microsoft Office products (Outlook, Teams, SharePoint, Word, Excel) and ability to quickly learn internal systems (TrustLayer, myCOI)
• 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
• Bachelor's Degree preferred or equivalent work experience
• Basic knowledge of General Liability, Workers Compensation, Umbrella, and other business-related insurance policies preferred

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

Company Overview