What are the responsibilities and job description for the Certificate Analyst position at IMA Financial Group?
What You'll Do
- Manage certificate desk
- Standardize and maintain certificate issuance guidelines, procedures, and processes
- Maintain quality of service and adhere to established turn around time for requests
- Manage the outsourced vendor relationship and monitor compliance of the contracts which provide services through the certificate desk
- Oversee the workflow and quality of output from vendors
- Assist in establishing standards for contractual performance and reviewing contract cases, specifications and related documents
- Assist in preparation of operating procedures
- Demonstrate continuous effort to improve operations, decrease turnaround times, streamline work processes and work cooperatively and jointly to provide quality streamline customer service
- Act as the liaison between internal staff and certificate desk to ensure work product satisfies request and in a timely manner
- Direct the certificate renewal process to guarantee efficiency and accuracy of certificate desk and coordinate with the service team within the timeline requirements to initiate the renewal process
- Coordinate the creation of new master documents, templates and populate the new certificate holder information into the system and ensure new certificates are issued accurately within the timeline provided
- Develop the skills, knowledge and abilities of all staff issuing certificates
- Provide training and guidance to new associates on issuance of certificates as dictated by job requirements
- Assess and advise managers of new staff training needs regarding certificates
- Understand various aspects of contractual liability, additional insured forms and liability coverage
- Ensure certificate process is meeting client expectations by periodic quality control processes
You Should Have
- High school diploma or general education degree (GED)
- Knowledge of issuing insurance certificates and endorsements preferred
- Ability to work onsite in Pasadena, CA at least 4 days per week
- Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment
- Demonstrate excellent time management and organization skills
- Service oriented with the ability to manage multiple tasks and deadlines simultaneously, and ability to work with an efficient pace
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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, Health Club Reimbursement, 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.
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.
