Insurance Operations & Data Specialist

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 55,000 - 60,000; 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, Inc. in Pasadena, CA is seeking an organized administrative support professional to join our office team.

The role involves data entry in agency management systems, uploading policies into EPIC and Passport, updating proposals, and supporting training on P&C platforms. You will work onsite four days per week, handle offline and online tasks, assist with templates, and coordinate with shared services.

Qualifications

• Minimum 1 year of experience in a professional office environment.
• Professional, collaborative, and respectful demeanor within a team.
• Excellent time management and organization skills.
• Service oriented with the ability to manage multiple tasks and deadlines.
• Dependable and willing to gain insurance knowledge.
• Onsite Pasadena, CA office 4 days per week.

Responsibilities

• Client data entry in agency management system.
• Upload insured’s policies into EPIC and Passport.
• Update proposal drafts with CM assistance.
• Handle special projects, word processing and Excel tasks as instructed.
• Perform online rating.
• Develop knowledge of structure/workflow across departments.
• Assist training on platforms including EPIC, Indio and new tools.
• Support outsourced workflow and shared services.
• Create templates for Epic and other documents.
• Process and deliver department emails from various carriers.

Skills

Professional office experience

Time management

Organizational skills

Team collaboration

Customer service

Multitasking

Willingness to gain insurance知识

Tools

EPIC

Passport

Indio

Excel

Job description

IMA Financial Group, Inc. in Pasadena, CA is seeking an organized administrative support professional to join our office team.

The role involves data entry in agency management systems, uploading policies into EPIC and Passport, updating proposals, and supporting training on P&C platforms. You will work onsite four days per week, handle offline and online tasks, assist with templates, and coordinate with shared services.