Certificate Technician
IMA Financial Group(1 day ago)
About this role
An associate role supporting IMA clients and internal service teams by coordinating and processing certificates of insurance, policies, endorsements, and audits. The position maintains account files in EPIC, assists with renewals and special projects, and helps ensure client insurance requirements conform to contract terms.
Required Skills
- Certificates
- Policy Processing
- Endorsements
- Auditing
- Customer Service
- MS Office
- EPIC
- Communication
- Detail Oriented
- Teamwork
Qualifications
- 2-year College Degree Preferred
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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