IMA Financial Group
Managing Director, IMA Certificate Compliance
IMA Financial Group, Newton, Massachusetts, United States, 02165
IMA's Certificate Compliance (IMACC) team is seeking a Managing Director to join our group! This role will lead the IMACC team as an active liaison between agent and IMA, Inc. clients, communicate with the Market President regarding department strategies, needs, and performance, and evaluate performance of team members while developing talent and establishing career progression. This role is eligible to be located out of any IMA market!
A successful applicant must have the ability to effectively manage internal and external client relationships, possess a strong business acumen, be technology savvy, and have excellent problem-solving and communication skills.
Responsibilities include, but are not limited to:
Audit certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirementsProvide detailed and accurate reviews and answer client inquiries about compliance mattersFollow up with insurance agents to verify policy coverage and cancellationsPerform client account review and interact professionally and timely with clientsActively participate in the interviewing, hiring, training, and development of talent for direct reports and additional department hiresProvide leadership and manage the service associates within the given teams including the oversight of the responsibilities of the specific role of the associateDirect the service teams' work assignments and manage the work of the unit team and assigned associates to provide clear communication of expectations, established time frames, regular progress updates, and annual performance evaluationsFacilitate unit team meetings, communicating division informationServe as mentor and coach for account executives as neededPerform functions of the role within an IMA office 0-50% of the timeSupport and demonstrate IMA's core valuesValue and understand the importance of diversity, equity, and inclusion among all IMA associates
Required skills and experiences:
5+ years' experience in Commercial Insurance and understanding of General Liability, Umbrella, Worker's Compensation, and other business policies strongly preferredBachelor's degree preferredExperience with Microsoft Office products required (PowerPoint, Word, Outlook, Excel)Strong level of comfort with learning and utilizing computer software programs (i.e. MYCOI and TrustLayer) requiredModerate travel required
The anticipated posting timeline for this opportunity is 8/19/2024 through 9/30/2024.
Salary Range$84,000
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$126,000 USDCompensation & BenefitsBeing 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 BonusStock PurchaseMedical PlansPrescription DrugsDentalVisionFamily Assistance ProgramFSAHSAPre-Tax Parking Plan401(k)Life/AD&DAccidentCritical IllnessHospital IndemnityLong Term CareShort-term DisabilityLong-term DisabilityBusiness Travel AccidentIdentity TheftPaid Time OffFlexible Work OptionsPaid HolidaysSabbaticalGift MatchingHealth Club ReimbursementPersonal and Professional Development
Why Join IMA?We've built a reputation for putting our associates firstWhat 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 teamWe 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 industry2020-2023 Business Insurance Magazine Best Places to Work in Insurance2023 Inc. Magazine's Best Workplaces2023 Denver Business Journal's Best Places to Work2022-2023 Connecticut Top Work Places2021-2023 Inc. 5000's List of Fastest Growing Companies2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2022-2023 Kansas City Business Journal's Best Places to Work2021-2023 Charlotte Business Journal's Best Places to Work2021-2023 Los Angeles Business Journal's Best Places to Work2021-2023 The Salt Lake City Tribune Top Work Places2021-2022 Puget Sound Business Journal's Washington's Best Workplaces2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Dallas Business Journal's Best Places to Work2021 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.
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A successful applicant must have the ability to effectively manage internal and external client relationships, possess a strong business acumen, be technology savvy, and have excellent problem-solving and communication skills.
Responsibilities include, but are not limited to:
Audit certificates of insurance and endorsements for completeness, accuracy, and conformance to our client's contract requirementsProvide detailed and accurate reviews and answer client inquiries about compliance mattersFollow up with insurance agents to verify policy coverage and cancellationsPerform client account review and interact professionally and timely with clientsActively participate in the interviewing, hiring, training, and development of talent for direct reports and additional department hiresProvide leadership and manage the service associates within the given teams including the oversight of the responsibilities of the specific role of the associateDirect the service teams' work assignments and manage the work of the unit team and assigned associates to provide clear communication of expectations, established time frames, regular progress updates, and annual performance evaluationsFacilitate unit team meetings, communicating division informationServe as mentor and coach for account executives as neededPerform functions of the role within an IMA office 0-50% of the timeSupport and demonstrate IMA's core valuesValue and understand the importance of diversity, equity, and inclusion among all IMA associates
Required skills and experiences:
5+ years' experience in Commercial Insurance and understanding of General Liability, Umbrella, Worker's Compensation, and other business policies strongly preferredBachelor's degree preferredExperience with Microsoft Office products required (PowerPoint, Word, Outlook, Excel)Strong level of comfort with learning and utilizing computer software programs (i.e. MYCOI and TrustLayer) requiredModerate travel required
The anticipated posting timeline for this opportunity is 8/19/2024 through 9/30/2024.
Salary Range$84,000
—
$126,000 USDCompensation & BenefitsBeing 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 BonusStock PurchaseMedical PlansPrescription DrugsDentalVisionFamily Assistance ProgramFSAHSAPre-Tax Parking Plan401(k)Life/AD&DAccidentCritical IllnessHospital IndemnityLong Term CareShort-term DisabilityLong-term DisabilityBusiness Travel AccidentIdentity TheftPaid Time OffFlexible Work OptionsPaid HolidaysSabbaticalGift MatchingHealth Club ReimbursementPersonal and Professional Development
Why Join IMA?We've built a reputation for putting our associates firstWhat 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 teamWe 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 industry2020-2023 Business Insurance Magazine Best Places to Work in Insurance2023 Inc. Magazine's Best Workplaces2023 Denver Business Journal's Best Places to Work2022-2023 Connecticut Top Work Places2021-2023 Inc. 5000's List of Fastest Growing Companies2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2022-2023 Kansas City Business Journal's Best Places to Work2021-2023 Charlotte Business Journal's Best Places to Work2021-2023 Los Angeles Business Journal's Best Places to Work2021-2023 The Salt Lake City Tribune Top Work Places2021-2022 Puget Sound Business Journal's Washington's Best Workplaces2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Dallas Business Journal's Best Places to Work2021 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.
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