IMA Certificate Compliance (IMACC) Operations Manager - IMA Financial Group
Dallas, TX
About the Job
IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This person will be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Director.
Responsibilities include, but are not limited to:
- Organize and track client renewals by working with Specialists to gather information and adhere to timelines
- Manage the onboarding and training of and directly supervise new IMACC Specialists
- Develop, coordinate, and enforce procedures to maintain high client service standards
- Work directly with Implementation team, Specialists, and clients in development of client process
- Work with Managing Director in delegation of client assignments
- As part of consistently managing at least one IMACC client:
- Independently audit certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirements
- Provide detailed and accurate reviews
- Answer client inquiries about compliance matters
- Follow up with insurance agents to verify policy coverage and cancellations
- Act as a liaison between agents and our clients
- Perform client account review
- Interact professionally and timely with clients via email, phone, and in-person
- Ensure accurate tracking of communications
- Perform functions of the role within an IMA office 0-50% of the time
Required skills and experiences:
- Understanding of General Liability, Umbrella, Workers Compensation and other business policies
- Preferred Bachelor's Degree
- 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 (MYCOI and TrustLayer)
The anticipated timeline for this posting is 5/3/2024 through 6/30/2024.
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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.