IMACC Analyst

IMA Financial Group

6d•$41,535 - $58,148•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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.

Responsibilities

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Execute basic certificate reviews with low complexity, such as non-broad form General Liability (GL) endorsements, ensuring accuracy and completeness.
Gains proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI. Utilizes these systems to support daily tasks and client review processes.
Develop effective time management skills to meet deadlines and efficiently prioritize tasks, maintaining a strong focus on quality and timely completion.
Consistently complete all assigned tasks with a focus on meeting departmental turnaround times and quality standards.
Performs the essential functions of the role within an IMA office environment 0-50% of the time.