Certificate Analyst

Responsibilities

• Manage certificate desk
• Standardize and maintain certificate issuance guidelines, procedures, and processes
• Maintain quality of service and adhere to established turnaround time for requests
• Manage the outsourced vendor relationship and monitor compliance of the contracts which provide services through the certificate desk
• Oversee the workflow and quality of output from vendors
• Assist in establishing standards for contractual performance and reviewing contract cases, specifications and related documents
• Assist in preparation of operating procedures
• Demonstrate continuous effort to improve operations, decrease turnaround times, streamline work processes and work cooperatively and jointly to provide quality streamline customer service
• Act as the liaison between internal staff and certificate desk to ensure work product satisfies request and in a timely manner
• Direct the certificate renewal process to guarantee efficiency and accuracy of certificate desk and coordinate with the service team within the timeline requirements to initiate the renewal process
• Coordinate the creation of new master documents, templates and populate the new certificate holder information into the system and ensure new certificates are issued accurately within the timeline provided
• Develop the skills, knowledge and abilities of all staff issuing certificates
• Provide training and guidance to new associates on issuance of certificates as dictated by job requirements
• Assess and advise managers of new staff training needs regarding certificates
• Understand various aspects of contractual liability, additional insured forms and liability coverage
• Ensure certificate process is meeting client expectations by periodic quality control processes

Requirements

• High school diploma or general education degree (GED)
• Knowledge of issuing insurance certificates and endorsements preferred
• Ability to work onsite in Pasadena, CA at least 4 days per week
• Ability to conduct yourself in a professional, collaborative, and respectful manner within a team environment
• Demonstrate excellent time management and organization skills
• Service oriented with the ability to manage multiple tasks and deadlines simultaneously, and ability to work with an efficient pace
• Salary Range
• $55,000 - $60,000 USD
• Compensation & Benefits
• *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 Jour

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at imafinancialgroup? Share your experience