IMACC Analyst

IMA Financial Group, Inc.; United States; Hybrid; USD 42,000 - 58,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. is seeking an IMACC Analyst to support client review processes and systems. You will gain proficiency in key platforms, perform basic certificate of insurance reviews, and assist with reporting compliance to agents and clients, contributing to timely task completion and professional development.

The role emphasizes foundational exposure to client reviews, time management, and adaptability, with 0–50% remote work in an IMA office environment as needed.

Qualifications

• Bachelor’s Degree preferred or equivalent work experience.
• Basic knowledge of General Liability, Workers' Compensation, Umbrella, and other policies.
• Strong written and verbal communication skills.
• Ability to learn internal systems quickly (TrustLayer, myCOI) and MS Office.
• Detail oriented with strong time management to meet deadlines.

Responsibilities

• Execute basic certificate reviews with low complexity.
• Gain proficiency in key systems (Outlook, Teams, SharePoint, TrustLayer, myCOI).
• Support and demonstrate IMA's core values.
• Manage tasks to meet departmental turnaround times and quality standards.
• Work in a hybrid environment with 0–50% remote work.

Skills

MS Office

Communication

Adaptability

Attention to Detail

Time Management

GL Knowledge

Education

Bachelor’s Degree or equivalent

Tools

Outlook

Teams

SharePoint

TrustLayer

myCOI

Word

Excel

Job description

The IMACC Analyst will play a crucial role in supporting the team by gaining proficiency in key systems, performing basic certificate of insurance reviews, reporting compliance to agents and clients, and ensuring timely completion of tasks. This position offers foundational exposure to client review processes and systems, providing an excellent opportunity for professional development.

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.
• Client Reviews: Execute basic certificate reviews with low complexity, such as non-broad form General Liability (GL) endorsements, ensuring accuracy and completion.
• 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.

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

• Education: Bachelor’s Degree preferred or equivalent work experience.
• Technical Proficiency: Basic understanding of Microsoft Office products (Outlook, Teams, SharePoint, Word, Excel) and ability to quickly learn internal systems (TrustLayer, myCOI).
• Understanding of Business Policies: Basic knowledge of General Liability, Workers Compensation, Umbrella, and other business-related insurance policies preferred.
• Communication Skills: Strong written and verbal communication skills to interact effectively with team members and clients.
• Adaptability: Comfortable with learning and using new software and technologies to improve work efficiency.
• Attention to Detail: Ability to review information carefully and accurately, ensuring that all tasks are completed to specification.
• Time Management: Ability to manage and prioritize multiple tasks effectively to meet deadlines.

COMPETENCIES & TRAITS:

• Consistency: Demonstrates a strong commitment to delivering quality work consistently, even on routine tasks.
• Problem Solving: Capable of identifying issues, asking relevant questions, and seeking guidance when faced with challenges.
• Self-Motivation: Takes initiative in completing tasks and seeks out opportunities for learning and improvement.
• Team Orientation: Works collaboratively with others, willing to share knowledge and ask for assistance when necessary.
• Feedback Receptiveness: Open to receiving constructive criticism and using it to enhance personal performance and growth.
• Adaptability: Shows flexibility in adjusting to new systems, processes, or client demands.

Salary Range: $41,534.54 USD - $58,148.36 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 Places to Work

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.