Certificate Technician

IMA Financial Group, Inc.

Overland Park (KS)

On-site

USD 44,000 - 54,000

Full time

5 hours ago

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Benefits offered by this job

Annual Bonus

Stock Purchase Plan

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. is seeking a Certificate Technician in Overland Park, KS to start a lifelong career with structured development and clear paths for advancement. You'll learn to process certificates of insurance and support clients and service teams with requests, while building expertise in EPIC, CSR24, and MYCOI.

No prior insurance experience is required; training will be provided. This entry-level role emphasizes teamwork, attention to detail, and professional growth within a

Qualifications

No prior insurance experience required; training will be provided.
Previous office, administrative, customer service, or detail-oriented work experience helpful but not required.
Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred.
Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI).
Ability to work collaboratively as part of a team.
Strong attention to detail and willingness to learn.
Clear written and verbal communication skills.
Problem solving and critical thinking skills.

Responsibilities

Supports and demonstrates IMA's core values.
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Is comfortable working in a structured, learning-focused environment with guidance, coaching, and regular feedback as skills are developed.
Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions.
Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed.
Gradually builds the skills to process certificates with increasing independence over time.
Assists with special projects and reports as requested.
Assists with renewal processes, as requested.
Maintains accurate account documentation in EPIC, with training and support.
Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team.
Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards.

Skills

MS Office

Team collaboration

Attention to detail

Written & verbal communication

Problem solving

Tools

EPIC

CSR24

MYCOI

Job description

At IMA, we don't just hire for today, we hire for the future. The Certificate Technician role is anentry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathways for advancement. You'll be introduced to IMA's culture, clients, and service teams while building the skills needed to move into a service role. If you're motivated, detail-oriented, and ready to grow, this role is built for you.

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
Is comfortable working in a structured, learning-focused environment with guidance, coaching, and regular feedback as skills are developed
Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions
Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed
Gradually builds the skills to process certificates with increasing independence over time
Assists with special projects and reports as requested
Assists with renewal processes, as requested
Maintains accurate account documentation in EPIC, with training and support
Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team
Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards

REQUIRED EXPERIENCE & SKILLS include but are not limited to:

No prior insurance experience required; training will be provided
Previous office, administrative, customer service, or detail-oriented work experience helpful but not required
Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred
Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI)
Ability to work collaboratively as part of a team
Strong attention to detail and willingness to learn
Clear written and verbal communication skills
Problem solving and critical thinking skills

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.

The anticipated posting timeline for this opportunity is 10/01/2026 - 10/31/2026

Salary Range: $44,000 USD - $54,000 USD

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