What Youll Do:
- Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files
- Manage database including policy information and specification information
- Order, check, and process endorsements and audit
- Preparation of renewal information for renewal marketing
- Invoicing of all documents
- Request premium finance quotes from the Accounting department and premium allocation as needed
- Adhere to all Parker, Smith & Feek systems and procedures and insurance company regulations
- Special projects as requested including but not limited to: Contract review, quote review, policy checking, proposal review and updates
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You Should Have::
- Basic understanding of insurance
- Strong written and verbal communication skills
- Computer literacy and demonstrated ability
- Math aptitude
- State of residency Producer's License
- High school diploma or equivalent
- Minimum one (1) years insurance experience
- Working towards industry-approved designation
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.
Compensation & Benefits:
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, Employee Assistance Program, FSA, 401(k), Life/AD&D, Accident, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Personal and Professional Development.
Why Join IMA?:
Weve 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? Its 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, were 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.
- 2023 Inc. Magazines Best Workplaces
- 2023 Denver Business Journals Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
- 2021-2023 Inc. 5000s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journals Best Places to Work
- 2021-2023 Los Angeles Business Journals Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journals Washingtons Best Workplaces
- 2021-2022 Wichita Business Journals Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journals Best Places to Work
- 2021 Alaska Journal of Commerces Best Workplaces in Alaska
- 2021 Wichita Business Journals Fastest Growing Companies List