Client Analyst

IMA Financial Group, Inc.; Pasadena (CA); Hybrid; USD 57,000 - 60,000; Full time

Job summary

IMA Financial Group, Inc. in Pasadena seeks an administrative professional to support client data entry, renewals, and policy processing. The role uses Indio, EPIC and Passport to manage applications, certificates, and mailing tasks.

Ideal candidates have at least one year of office experience, strong time management, and a professional, collaborative attitude. Hybrid work from Pasadena with opportunities to gain insurance knowledge and contribute to team success.

Qualifications

• Minimum 1 year office or administrative experience required.
• Ability to work in a hybrid Pasadena office.
• Professional, collaborative, and respectful demeanor.
• Strong time management and organizational skills.
• Willing to gain insurance knowledge.

Responsibilities

• Enter client data into the agency management system for updated applications.
• Use Indio for renewals and related processes.
• Issue or oversee issuance of certificates of insurance and renewals.
• Issue evidence of property/auto ID cards and process change requests.
• Upload insured policies into EPIC/Passport and arrange mailing.
• Transmit memos, request loss runs, and handle experience modification worksheets.
• Update proposal drafts as directed by the Client Manager.
• Follow up on cancellations and reinstatements.
• Handle endorsements and audits processing; invoice related items.
• Answer routine calls and back up phones when needed.
• Special projects, word processing and Excel tasks.
• Policy pre-checking.

Skills

Office experience

Time management

Organization skills

Professionalism

Team collaboration

Tools

Indio

EPIC

Passport

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.
• Online 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: $57,000 USD - $60,000 USD

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.

*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

• 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
• 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.