Client Analyst

IMA Financial Group; Pasadena (CA); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

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

Job summary

IMA Financial Group in Pasadena, CA is seeking a detail‑oriented office administrator for a hybrid role. You will handle client data entry, insurance documentation, policy uploads, and routine calls, while supporting the Client Manager and CM teams in a fast paced environment.

The position requires at least one year of office or administrative experience; you will gain insurance knowledge and grow with an entrepreneurial, owner‑driven company that offers a comprehensive benefits package and

Qualifications

• Minimum 1 year office or administrative experience and/or training required.
• Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment.
• Demonstrates excellent time management and organization skills.
• Dependable, self-motivated, and willing to gain insurance knowledge.

Responsibilities

• Client data entry into agency management system for updated applications.
• Issue or oversee the issuance of certificates of insurance and the renewal process.
• Issue evidence of property insurance, automobile ID cards, and order change requests.
• Upload insured's policies into EPIC, Passport and arrange mailing if applicable (requested by client).
• Transmittal memos, request loss runs, order WC, claim status, and experience modification worksheet.
• Update proposal drafts where assistance is needed by CM.
• Follow up on cancellation and reinstatement notices.
• Update suspense and follow-up on activities for second request if needed.
• Attach emails to Epic.
• Check and process endorsements and audits.
• Invoice endorsements, audits, and other items as instructed.
• Process routine mail as instructed.
• Handle routine phone calls.
• Back up telephones when Client Manager is unavailable.
• Special projects, word processing and Excel as instructed.
• Policy pre-checking.
• Online rating and premium finance agreements.

Skills

Office experience

Time management

Organization skills

Professional conduct

Team collaboration

Tools

Indio

EPIC

Passport

Word Processing

Excel

Job description

• Client data entry into agency management system for updated applications.
• Use of Indio for renewal process and other processes.
• Issue or oversee the issuance of certificates of insurance and the renewal process.
• Issue evidence of property insurance, automobile ID cards, and order change requests.
• UploadInsured's Policies into EPIC, Passport and arrange for mailing if applicable (requested by client).
• Per Client Manager instructions, transmittal memos, request loss runs, order WC. claim status, and request experience modification worksheet.
• Update proposal drafts where assistance is needed by CM.
• Follow up on cancellation and reinstatement notices.
• Update suspense and follow-up on Activities for second request if needed.
• Attach e-mails to Epic.
• Check and process endorsements and audits.
• Invoice endorsements, audits, and other items as instructed.
• Process routine mail as instructed.
• Handle routine phone calls.
• Back up telephones when Client Manager is unavailable.
• Special projects, word Processing and excel as instructed.
• Policy pre-checking.
• O nline rating and premium finance agreements.

You Should Have

• Ability to be hybrid out of Pasadena office
• Minimum 1 year office or administrative experience and/or training required.
• Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment.
• Demonstrates excellent time management and organization skills,
• Dependable, self-motivated, and willing to gain insurance knowledge.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range

$65,000-$70,000 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

• 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 Workplaces

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.

Company Culture

Change makers. Employee owners.

We're hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.