Certificate Technician

What You'll Do

• 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

You Should Have

• 2-year college degree preferred


• Intermediate skill with MS Office products preferred/required (specifically PowerPoint, Outlook, Word, and Excel)


• 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

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, 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. 

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.