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Essential Job Responsibilities:

  • Execute basic certificate reviews with low complexity, ensuring accuracy and completeness.
  • Gain proficiency in key systems to support daily tasks and client review processes.
  • Develop effective time management skills to meet deadlines and efficiently prioritize tasks.

Required Experience and Skills:

  • Bachelor’s Degree preferred or equivalent work experience.
  • Basic understanding of Microsoft Office products and ability to quickly learn internal systems.
  • Strong written and verbal communication skills for effective interaction with team members and clients.

Competencies & Traits:

  • Demonstrates a strong commitment to delivering quality work consistently.
  • Capable of identifying issues, asking relevant questions, and seeking guidance when faced with challenges.
  • Takes initiative in completing tasks and seeks out opportunities for learning and improvement.

IMA Financial Group

IMA Financial Group is an insurance brokerage and consulting firm providing risk management, employee benefits, and wealth management solutions. With a strong focus on its associates, IMA has been recognized as a Best Place to Work and offers an entrepreneurial, employee-owned culture.

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