Certificate Technician

IMA Financial Group•Salt Lake City, UT

1d•$44,000 - $54,000

About The Position

The Certificate Technician role is an entry point into a lifelong career, offering structured development, exposure to the insurance business, and clear pathways for advancement. You’ll be introduced to IMA’s culture, clients, and service teams while building the skills needed to move into a service role. If you’re motivated, detail‑oriented, and ready to grow, this role is built for you.

Requirements

No prior insurance experience required; training will be provided
Previous office, administrative, customer service, or detail‑oriented work experience helpful but not required
Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred
Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI)
Ability to work collaboratively as part of a team
Strong attention to detail and willingness to learn
Clear written and verbal communication skills
Problem solving and critical thinking skills

Nice To Haves

2‑year college degree preferred

Responsibilities

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Is comfortable working in a structured, learning‑focused environment with guidance, coaching, and regular feedback as skills are developed
Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions
Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed
Gradually builds the skills to process certificates with increasing independence over time
Assists with special projects and reports as requested
Assists with renewal processes, as requested
Maintains accurate account documentation in EPIC, with training and support
Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team
Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards