Shared Services Analyst

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

• Client data entry in agency management system
• Upload Insured’s Policies into EPIC and Passport
• Update proposal drafts where assistance is needed by CM
• Special projects, word Processing and excel as instructed
• Online rating
• Establish knowledge of all structure and workflow as needed across department
• Support and assist in training on technical platforms used in P&C including EPIC, Indio and any new platforms acquired
• Support with outsourced workflow (Patra and ReSource Pro) and IMA Shared Services
• Support in creating template documents for Epic and other document and form creation including training documents
• Process and deliver electronic mail across department from various carriers

You Should Have

• Minimum 1 year of experience working in a professional office environment
• Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment
• Demonstrate excellent time management and organization skills
• Service oriented with the ability to manage multiple tasks and deadlines simultaneously, and ability to work with an efficient pace
• Dependable, self-motivated, and willing to gain insurance knowledge
• Must be able to work onsite Pasadena, CA office 4 days per week

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

$55,000-$60,000 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 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.

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.