IMACC Analyst

IMA Financial Group, Inc.

. Support the team by gaining proficiency in key systems .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $41,535 - $58,148 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Proficient in key systems and software, with a strong understanding of General Liability and other insurance policies. Demonstrates effective communication, task prioritization, and collaboration within a team-oriented environment.

Highest-signal resume keywords

Bachelor's DegreeGeneral Liability KnowledgeMicrosoft Office ProficiencyStrong Communication SkillsTask Prioritization

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Certificate of Insurance ReviewGeneral Liability EndorsementsWorkers Compensation KnowledgeUmbrella Insurance KnowledgeBasic Microsoft Office Skills

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationCollaborative Team OrientationFlexibilityInitiative

Tools & Technologies

OutlookTeamsSharePointTrustLayerMyCOI

Industry Keywords

Insurance PoliciesCompliance ReportingTask ManagementQuality StandardsClient Review Processes

About the role

Key responsibilities & impact

Support the team by gaining proficiency in key systems
Perform basic, low-complexity certificate of insurance reviews, including non-broad form General Liability endorsements
Report compliance to agents and clients
Use Outlook, Teams, SharePoint, TrustLayer, and myCOI for daily tasks and client review processes
Prioritize tasks and meet deadlines while maintaining quality
Complete assigned tasks within departmental turnaround times and quality standards
Perform essential role functions within an IMA office environment 0–50% of the time

Requirements

What you’ll need

Bachelor’s Degree preferred or equivalent work experience
Basic understanding of Microsoft Office products, including Outlook, Teams, SharePoint, Word, and Excel
Ability to quickly learn internal systems, including TrustLayer and myCOI
Basic knowledge of General Liability, Workers Compensation, Umbrella, and other business-related insurance policies preferred
Strong written and verbal communication skills
Comfort learning and using new software and technologies
Ability to review information carefully and accurately
Ability to manage and prioritize multiple tasks effectively to meet deadlines
Ability to identify issues, ask relevant questions, and seek guidance
Initiative in completing tasks and pursuing learning opportunities
Collaborative team orientation
Openness to constructive feedback
Flexibility in adjusting to new systems, processes, or client demands

Benefits

Comp & perks

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 insurance
Critical Illness insurance
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident insurance
Identity Theft protection
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Well-Being Stipend
Personal and Professional Development
Potential part ownership through stock purchase