IMACC Analyst

IMA Financial Group; 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)

Life/AD&D

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group seeks an IMACC Analyst to support client reviews and learn core systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI, fostering accuracy and timely delivery. You will perform basic certificate reviews, manage multiple tasks, and develop time management skills while collaborating with teammates in a flexible, office-based environment with up to 50% remote work.

This entry-level role offers foundational exposure to review processes, compliance reporting, and

Qualifications

• Bachelor’s degree or equivalent work experience.
• Basic proficiency in Microsoft Office and ability to learn internal systems.
• Understanding of General Liability, Workers' Comp, Umbrella, and related policies.
• Strong written and verbal communication skills.
• Attention to detail and ability to manage multiple tasks.

Responsibilities

• Support and demonstrate IMA’s core values.
• Perform basic certificate reviews with low complexity (e.g., non-broad form GL endorsements).
• Learn and use key systems (Outlook, Teams, SharePoint, TrustLayer, myCOI) to support daily tasks.
• Develop time management to meet deadlines and prioritize tasks.
• Complete assigned tasks accurately within department turnaround times.
• Be prepared for 0–50% remote work within an IMA office environment.

Skills

Microsoft Office

Written and verbal communication

Time management

Attention to detail

Adaptability

Education

Bachelor’s degree or equivalent

Tools

Outlook

Teams

SharePoint

Word

Excel

TrustLayer

myCOI

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:

• 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 completeness.
• 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:

• 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—$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 AccidentIdentity 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

• 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.