Certificate Technician

Certificate TechnicianAt IMA, we don't just hire for today, we hire for the future. 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.Essential Job Responsibilities Include But Are Not Limited To:Supports and demonstrates IMA's core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesIs comfortable working in a structured, learning-focused environment with guidance, coaching, and regular feedback as skills are developedLearns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questionsIs trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as neededGradually builds the skills to process certificates with increasing independence over timeAssists with special projects and reports as requestedAssists with renewal processes, as requestedMaintains accurate account documentation in EPIC, with training and supportLearns how to identify necessary coverages and limits by reviewing policies and working closely with the Service TeamIs trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standardsRequired Experience & Skills Include But Are Not Limited To:No prior insurance experience required; training will be providedPrevious office, administrative, customer service, or detail-oriented work experience helpful but not required2-year college degree preferredBasic to intermediate skill with MS Office products (Outlook, Word, Excel) preferredComfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI)Ability to work collaboratively as part of a teamStrong attention to detail and willingness to learnClear written and verbal communication skillsProblem solving and critical thinking skillsThe 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.Salary Range $44,000—$54,000 USDCompensation & BenefitsBeing 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 firstWhat 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 teamWe 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 Insurance2023 Inc.

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