Certificate Technician

At 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 values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Is comfortable working in a structured, learning‑focused environment with guidance, coaching, and regular feedback as skills are developed Learns how to process certificates of insurance by supporting IMA clients and service teams with certificate requests, rejected certificates, and endorsement questions Is trained to review basic contract and certificate requirements to identify coverage needs and compliance, escalating questions as needed Gradually builds the skills to process certificates with increasing independence over time Assists with special projects and reports as requested Assists with renewal processes, as requested Maintains accurate account documentation in EPIC, with training and support Learns how to identify necessary coverages and limits by reviewing policies and working closely with the Service Team Is trained to review insurance policies and accurately represent coverage on certificate templates in alignment with National Certificates Team standards REQUIRED EXPERIENCE & SKILLS include but are not limited to: No prior insurance experience required; training will be provided Previous office, administrative, customer service, or detail‑oriented work experience helpful but not required 2‑year college degree preferred Basic to intermediate skill with MS Office products (Outlook, Word, Excel) preferred Comfort learning new computer systems and software (training provided on EPIC, CSR24, and MYCOI) Ability to work collaboratively as part of a team Strong attention to detail and willingness to learn Clear written and verbal communication skills Problem solving and critical thinking skills 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. The anticipated posting timeline for this opportunity is 8/1/2026 - 8/31/2026 Salary Range $44,000—$54,000 USD 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, 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 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 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine’s Best Workplaces 2023 Denver Business Journal’s Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000’s List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal’s Best Places to Work 2021-2023 Charlotte Business Journal’s Best Places to Work 2021-2023 Los Angeles Business Journal’s Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal’s Best Places to Work 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska 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.

The Certificate Technician processes certificates of insurance by supporting clients and service teams while reviewing contract requirements for compliance. They also assist with special projects, renewal processes, and maintain accurate account documentation within the company systems.

No prior insurance experience is required, though previous administrative or customer service experience is helpful. Candidates should have strong attention to detail, basic MS Office skills, and a willingness to learn new software systems.

• 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

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Insurance processing
• Certificate of insurance
• Contract review
• Compliance
• Data entry
• Attention to detail
• Customer service
• Problem solving
• Critical thinking
• Communication skills
• Teamwork
• MS Office
• Outlook
• Word
• Excel
• EPIC
• Business Insurance
• Time Off Management
• Willingness To Learn
• Microsoft Excel
• Customer Service
• Critical Thinking
• Leadership
• Insurance Policies
• Problem Solving
• Long-Term Care
• Medical Prescription
• Microsoft Outlook
• Coaching
• Verbal Communication Skills
• Templates
• Detail Oriented

• Finance & Accounting
• Administrative
• Customer Service & Support
• Certified Technician
• Claims Processor
• Statistical, Finance and Insurance Clerks
• Insurance Claims and Policy Processing Clerks

Formation minimale

Diplôme collégial

Expérience minimale

0+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine