IMA Financial Group, Inc. · 2 hours ago
Certificate Technician
Overland Park, KS
Full-time
Onsite
New Grad, Entry Level
$38K/yr - $42K/yrIMA Financial Group, Inc. is a recognized leader in the insurance industry, known for putting associates first and fostering a supportive work environment. The Certificate Technician role involves providing direct support to clients and service teams regarding certificates of insurance and ensuring compliance with client requirements.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Support and demonstrate IMA’s core values
Value and understand the importance of diversity, equity, and inclusion among all IMA associates
Provide direct support to IMA Clients and service teams regarding coordination of requests for certificates of insurance, rejected certificates of insurance, endorsement issues, reviews areas where client's request and/or contractually required insurance requirements are not in compliance, or certificates received by clients are not in compliance
Independently processes certificates, policies, endorsements and audits from the Commercial Lines Teams
Assist with special projects and reports as requested (ordering MVR's and processing returned certificates)
Assist with the renewal processes, as requested
Assist in account servicing needs during the policy year including certificates, filings, etc
Responsible for maintaining account files in EPIC including but not limited to CSR24 client access
Provide direct support to IMACC clients and team with moderate guidance by auditing certificates of insurance and endorsements for completeness, accuracy, and conformance to our client’s contract requirements
Qualification
Required
Strong level of comfort with learning and utilizing computer software programs (EPIC, CSR24, MYCOI, and TrustLayer)
Ability to work collectively in a team
Excellent oral and written communication and interpersonal skills, as well as strong attention to detail
Preferred
2-year college degree preferred
Intermediate skill with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel)
Benefits
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
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase