- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associat
- Issue “On Demand” Certificates of Insurance in all offices
- Review insured’s contracts for “insurance requirements” needed for Certificates of Insurance.
- Assist each department with daily tasks including checking policies/delivery, submitting change requests, proposal packet and notebook assembly etc.
- Maintain electronic files in an orderly, up-to-date manner
- Service accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
- Provide Full back-up coverage to the Office Administrator/Reception on multiple administrative duties including but not limited to
- Dailey phone coverage
- Scanning and attaching documentation in agency management system
- Distribution of e-docs
- Preparing expense submission and coding for payables
- Preparing deposits
- Assembling and photocopying department packets with accurate materials
- Faxing
- Word Processing- Excel, Word & Adobe
- Perform special projects at Director’s request.
- Other duties may be assigned.
- 1+ years of office or industry related experience preferred.
- Strong reasoning skills and the ability to analyze and interpret data and can clearly communicate ideas in a concise manner
- Good listening skills and attention to detail are important.
- Excellent written and communication skills, and the ability to present and articulate in a clear and concise manner
- The ability to handle and prioritize multiple tasks while meeting deadlines in a high volume, fast paced environment.
- Demonstrated the commitment to work through projects to completion
- The ability to be persuasive while maintaining good relationships with peers, carriers and clients
- A high degree of tact and diplomacy with the ability to maintain confidentiality
- Strong computer proficiency with Microsoft Office products and other programs
- The willingness to complete additional duties and take on additional responsibilities as the need arises
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.
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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, 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, Health Club Reimbursement, 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.
We've 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? 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 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, 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.
- 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
- 2021-2022 Inc. 5000’s List of Fastest Growing Companies
- 2022 Kansas City Business Journal’s Best Places to Work
- 2021-2022 Los Angeles Business Journal’s Best Places to Work
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Denver Business Journal’s Best Places to Work
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
- 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2021 Wichita Business Journal’s Fastest Growing Companies List
