Shared Services Analyst

Responsibilities

• Client data entry in agency management system
• Indio renewal process
• Upload Insured's Policies into EPIC and Passport
• Update proposal drafts where assistance is needed by CM
• Special projects, word Processing and excel as instructed
• Online rating
• Establish knowledge of all structure and workflow as needed across department
• Support and assist in training on technical platforms used in P&C including EPIC, Indio and any new platforms acquired
• Support with outsourced workflow (Patra and ReSource Pro) and IMA Shared Services
• Support in creating template documents for Epic and other document and form creation including training documents
• Process and deliver electronic mail across department from various carriers

Requirements

• Minimum 1 year of experience working in a professional office environment
• 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
• Dependable, self-motivated, and willing to gain insurance knowledge
• Must be able to work onsite Pasadena, CA office 4 days per week
• 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 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.

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at imafinancialgroup? Share your experience