Shared Services Analyst

IMA Financial Group•Pasadena, TX

16h•Hybrid

About The Position

This role involves performing client data entry in the agency management system, managing the Indio renewal process, and uploading Insured’s Policies into EPIC and Passport. The analyst will also update proposal drafts, assist with special projects, word processing, and Excel tasks as instructed. Additionally, the position requires establishing knowledge of all structures and workflows across departments, supporting and training on technical platforms like EPIC and Indio, and assisting with outsourced workflows from Patra, ReSource Pro, and IMA Shared Services. The role also includes processing and delivering electronic mail from various carriers across departments.

Requirements

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

Nice To Haves

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.

Responsibilities

Client data entry in agency management system
Indio renewal process
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