IMACC Analyst – Insurance Compliance

Job Description

IMACC Analyst | IMA Financial Group, Inc.

The Tone:
This is a full-time hybrid role at IMA Financial Group, Inc., requiring 0-50% in-office presence. IMA Financial Group is a nationally recognized leader in the insurance industry, consistently earning accolades for being a top workplace. The company operates on a unique associate ownership business model that fosters a collaborative, team-oriented environment focused on professional growth and well-being. The IMACC Analyst will play a crucial role in supporting the team by ensuring compliance, accurately performing basic certificate of insurance reviews, and efficiently reporting compliance to agents and clients. This position provides foundational exposure to essential client review processes and systems, offering an excellent opportunity for professional development within a supportive and expanding company.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, United States
• Pay: $41534–$58148 yearly
• Mission: This role ensures accuracy and compliance in client review processes and supports agents and clients by reporting compliance and completing tasks promptly.
• Tech Stack: Outlook, Teams, SharePoint, TrustLayer, myCOI, Word, Excel

What You’ll Actually Do
• Client Reviews: Execute basic certificate reviews with low complexity, such as non-broad form General Liability (GL) endorsements, ensuring accuracy and completeness.
• System Proficiency: Gain and apply proficiency in key systems, including Outlook, Teams, SharePoint, TrustLayer, and myCOI, to support daily tasks and client review processes.
• Compliance Reporting: Report compliance findings to agents and clients, ensuring transparency and adherence to standards.
• Task Completion: Consistently complete all assigned tasks, focusing on meeting departmental turnaround times and quality standards.
• Company Values: Uphold and demonstrate IMA’s core values, recognizing the importance of diversity, equity, and inclusion among all associates.

The Must-Haves
• Background: Entry-Level. A Bachelor’s Degree is preferred, though equivalent work experience will also be considered.
• Experience: Demonstrated technical proficiency with basic Microsoft Office products, including Outlook, Teams, SharePoint, Word, and Excel. Proven ability to quickly learn and adapt to internal systems such as TrustLayer and myCOI.
• Skills:
• Strong written and verbal communication skills to interact effectively with team members and clients.
• Exceptional attention to detail, capable of carefully and accurately reviewing information to ensure all tasks meet specifications.
• Effective time management skills to manage and prioritize multiple tasks efficiently and consistently meet deadlines.
• High adaptability, showing comfort with learning and using new software and technologies to improve work efficiency.
• Strong self-motivation, taking initiative in completing tasks and proactively seeking opportunities for learning and improvement.
• Bonus: Basic knowledge and understanding of General Liability, Workers Compensation, Umbrella, and other business-related insurance policies.